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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,114 | $125,758-66.5% | $169,993-75.2% | $75,163-44.0% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.0%-20.7pp | 67.2%-0.9pp |
| Annual return | 14.42% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,667 | $4,615-63.9% | $6,785-75.4% | $2,670-37.6% |
| Participant deferral / active EE | $2,709 | $6,837-60.4% | $10,408-74.0% | $4,125-34.3% |
| Admin fee / account holder | $6,724 | $8,173-17.7% | $12,815-47.5% | $5,651+19.0% |