Filed March 2, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,006 | $79,171-48.2% | $102,423-60.0% | $74,495-45.0% |
| Participation rate | 64.7% | 74.8%-10.1pp | 76.5%-11.8pp | 67.2%-2.5pp |
| Annual return | 10.61% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,265 | $2,362-46.5% | $3,023-58.2% | $2,623-51.8% |
| Participant deferral / active EE | $2,228 | $4,415-49.5% | $5,053-55.9% | $4,346-48.7% |
| Admin fee / account holder | $11,910 | $2,001+495.3% | $9,451+26.0% | $1,942+513.4% |