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 | $49,913 | $138,347-63.9% | $184,203-72.9% | $80,856-38.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.6%-12.1pp |
| Annual return | 9.48% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $477 | $7,071-93.3% | $9,131-94.8% | $4,296-88.9% |
| Admin fee / account holder | $364 | $10,483-96.5% | $13,901-97.4% | $6,918-94.7% |