Filed March 1, 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 | $23,075 | $95,561-75.9% | $77,163-70.1% | $139,434-83.5% |
| Participation rate | 55.6% | 73.9%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | -44.56% | 54.92%-99.5pp | 37.87%-82.4pp | 372.94%-417.5pp |
| Employer contribution / active EE | $2,528 | $3,147-19.7% | $2,535-0.3% | $4,751-46.8% |
| Participant deferral / active EE | $7,353 | $4,624+59.0% | $3,833+91.8% | $6,710+9.6% |
| Admin fee / account holder | $4,555 | $8,295-45.1% | $5,472-16.8% | $11,403-60.0% |