Filed February 24, 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 | $36,168 | $64,348-43.8% | $90,160-59.9% | $70,131-48.4% |
| Participation rate | 62.3% | 70.4%-8.1pp | 76.9%-14.6pp | 69.5%-7.2pp |
| Annual return | 12.32% | 28.13%-15.8pp | 34.88%-22.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $332 | $2,046-83.7% | $3,318-90.0% | $2,342-85.8% |
| Participant deferral / active EE | $1,750 | $4,389-60.1% | $5,288-66.9% | $3,332-47.5% |
| Admin fee / account holder | $2,094 | $3,944-46.9% | $5,943-64.8% | $4,645-54.9% |