Filed May 5, 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.
Participant 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 | $49,807 | $94,529-47.3% | $140,016-64.4% | $64,186-22.4% |
| Participation rate | 69.0% | 84.1%-15.0pp | 87.5%-18.4pp | 69.6%-0.5pp |
| Annual return | -5.11% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,624 | $5,250-69.1% | $6,927-76.6% | $3,470-53.2% |
| Admin fee / account holder | $5,394 | $6,741-20.0% | $10,705-49.6% | $4,888+10.4% |