Filed March 15, 2005 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,235 | $117,841+21.5% | $102,423+39.8% | $145,922-1.8% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 12.29% | 31.65%-19.4pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,160 | $3,615-67.9% | $3,023-61.6% | $4,660-75.1% |
| Participant deferral / active EE | $1,211 | $5,731-78.9% | $5,053-76.0% | $6,688-81.9% |
| Admin fee / account holder | $30,212 | $13,326+126.7% | $9,451+219.7% | $13,397+125.5% |