Filed April 30, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,060 | $60,349-32.0% | $74,183-44.7% | $62,891-34.7% |
| Participation rate | 23.1% | 72.7%-49.6pp | 76.6%-53.5pp | 69.3%-46.2pp |
| Annual return | 9.72% | 21.37%-11.7pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $42 | $1,680-97.5% | $2,370-98.2% | $2,281-98.1% |
| Participant deferral / active EE | $1,288 | $2,856-54.9% | $3,550-63.7% | $3,203-59.8% |
| Admin fee / account holder | $8,128 | $4,261+90.7% | $5,586+45.5% | $4,296+89.2% |