Filed October 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,828 | $171,865-75.7% | $149,718-72.1% | $147,584-71.7% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 6.88% | 2113.22%-2106.3pp | 1501.63%-1494.7pp | 578.55%-571.7pp |
| Employer contribution / active EE | $680 | $6,275-89.2% | $5,445-87.5% | $4,876-86.1% |
| Participant deferral / active EE | $2,815 | $7,271-61.3% | $6,569-57.1% | $5,439-48.2% |
| Admin fee / account holder | $3,934 | $13,799-71.5% | $11,283-65.1% | $10,885-63.9% |