Filed December 8, 2004
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 7-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,220 | $176,662-93.6% | $130,648-91.4% | $152,861-92.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.04% | 2692.24%-2664.2pp | 1708.96%-1680.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,023 | $5,742-47.3% | $4,092-26.1% | $4,762-36.5% |
| Participant deferral / active EE | $5,750 | $4,361+31.8% | $3,603+59.6% | $5,850-1.7% |
| Admin fee / account holder | $4,149 | $7,133-41.8% | $5,464-24.1% | $11,596-64.2% |