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 | $44,844 | $125,758-64.3% | $169,993-73.6% | $75,163-40.3% |
| Participation rate | 47.4% | 83.6%-36.2pp | 87.0%-39.6pp | 67.2%-19.8pp |
| Annual return | 5.63% | 27.20%-21.6pp | 53.37%-47.7pp | 160.62%-155.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $419 | $6,837-93.9% | $10,408-96.0% | $4,125-89.8% |
| Admin fee / account holder | $40,903 | $8,173+400.4% | $12,815+219.2% | $5,651+623.8% |