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 | $72,119 | $60,124+20.0% | $90,404-20.2% | $79,858-9.7% |
| Participation rate | 58.2% | 65.0%-6.7pp | 72.7%-14.4pp | 69.6%-11.4pp |
| Annual return | 6.37% | 71.94%-65.6pp | 1293.02%-1286.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,221 | $2,068-40.9% | $3,262-62.6% | $2,471-50.6% |
| Participant deferral / active EE | $2,800 | $2,938-4.7% | $3,963-29.4% | $3,740-25.1% |
| Admin fee / account holder | $23,378 | $3,976+487.9% | $5,611+316.7% | $5,306+340.6% |