Filed July 20, 2005 (most recent of 3 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 | $50,925 | $87,841-42.0% | $133,980-62.0% | $62,891-19.0% |
| Participation rate | 52.5% | 83.4%-30.9pp | 87.1%-34.6pp | 69.3%-16.8pp |
| Annual return | 5.15% | 12.05%-6.9pp | 29.30%-24.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,985 | $3,483-43.0% | $5,211-61.9% | $2,281-13.0% |
| Participant deferral / active EE | $1,657 | $4,812-65.6% | $6,282-73.6% | $3,203-48.3% |
| Admin fee / account holder | $14,110 | $5,371+162.7% | $9,324+51.3% | $4,296+228.5% |