Filed January 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.
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 | $59,921 | $137,414-56.4% | $189,513-68.4% | $85,850-30.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.6pp |
| Annual return | 10.83% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,734 | $4,344-60.1% | $6,162-71.9% | $2,565-32.4% |
| Participant deferral / active EE | $3,025 | $6,260-51.7% | $8,221-63.2% | $3,952-23.4% |
| Admin fee / account holder | $4,310 | $8,630-50.1% | $12,045-64.2% | $6,260-31.1% |