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 | $67,815 | $123,793-45.2% | $177,821-61.9% | $79,858-15.1% |
| Participation rate | 62.1% | 84.7%-22.6pp | 87.7%-25.7pp | 69.6%-7.6pp |
| Annual return | 2.62% | 22.82%-20.2pp | 48.32%-45.7pp | 31.71%-29.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $680 | $5,956-88.6% | $7,714-91.2% | $3,740-81.8% |
| Admin fee / account holder | $2,229 | $7,243-69.2% | $12,427-82.1% | $5,306-58.0% |