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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,397 | $109,359-54.8% | $162,163-69.5% | $72,985-32.3% |
| Participation rate | 65.0% | 84.3%-19.3pp | 87.6%-22.6pp | 69.5%-4.5pp |
| Annual return | 17.12% | 25.46%-8.3pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,770 | $5,481-67.7% | $7,298-75.7% | $3,607-50.9% |
| Admin fee / account holder | $15,308 | $7,972+92.0% | $10,843+41.2% | $5,124+198.7% |