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.
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 | $72,858 | $54,705+33.2% | $71,209+2.3% | $84,808-14.1% |
| Participation rate | 57.4% | 64.1%-6.6pp | 73.8%-16.3pp | 68.3%-10.9pp |
| Annual return | 13.01% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,325 | $2,158-38.6% | $2,721-51.3% | $2,631-49.6% |
| Participant deferral / active EE | $2,329 | $3,030-23.1% | $4,175-44.2% | $4,212-44.7% |
| Admin fee / account holder | $3,749 | $4,863-22.9% | $5,349-29.9% | $7,344-49.0% |