Filed December 29, 2004 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,075 | $165,984-43.9% | $164,813-43.5% | $145,922-36.2% |
| Participation rate | 18.2% | 82.0%-63.8pp | 78.6%-60.4pp | 80.3%-62.1pp |
| Annual return | 14.16% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,118 | $5,273-78.8% | $4,341-74.3% | $4,660-76.0% |
| Participant deferral / active EE | $4,324 | $6,959-37.9% | $6,031-28.3% | $6,688-35.3% |
| Admin fee / account holder | $47,862 | $16,648+187.5% | $12,690+277.2% | $13,397+257.3% |