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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,291 | $185,822-29.9% | $169,993-23.4% | $139,434-6.6% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 8.74% | 60.50%-51.8pp | 53.37%-44.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,673 | $7,590-78.0% | $6,785-75.4% | $4,751-64.8% |
| Participant deferral / active EE | $1,969 | $11,622-83.1% | $10,408-81.1% | $6,710-70.7% |
| Admin fee / account holder | $12,753 | $15,381-17.1% | $12,815-0.5% | $11,403+11.8% |