Filed January 4, 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.
Employer 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 | $49,134 | $146,267-66.4% | $197,124-75.1% | $82,448-40.4% |
| Participation rate | 56.4% | 84.0%-27.6pp | 86.7%-30.3pp | 68.1%-11.7pp |
| Annual return | 19.38% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $569 | $4,723-88.0% | $6,227-90.9% | $2,551-77.7% |
| Participant deferral / active EE | $3,855 | $7,035-45.2% | $9,135-57.8% | $4,139-6.9% |
| Admin fee / account holder | $601 | $14,422-95.8% | $16,298-96.3% | $7,234-91.7% |