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.
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 | $140,140 | $167,484-16.3% | $151,611-7.6% | $134,475+4.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -8.09% | 7.80%-15.9pp | 3.33%-11.4pp | 417.96%-426.1pp |
| Employer contribution / active EE | $2,146 | $6,829-68.6% | $6,166-65.2% | $4,740-54.7% |
| Participant deferral / active EE | $2,634 | $8,986-70.7% | $8,363-68.5% | $6,400-58.8% |
| Admin fee / account holder | $2,089 | $13,783-84.8% | $11,616-82.0% | $11,426-81.7% |