Filed December 9, 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 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.
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.
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 | $7,409 | $49,227-84.9% | $70,449-89.5% | $79,858-90.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | -10.38% | 30.06%-40.4pp | 109.03%-119.4pp | 31.71%-42.1pp |
| Employer contribution / active EE | $2,038 | $2,099-2.9% | $2,737-25.5% | $2,471-17.5% |
| Participant deferral / active EE | $1,279 | $2,768-53.8% | $3,709-65.5% | $3,740-65.8% |
| Admin fee / account holder | $576 | $2,878-80.0% | $3,845-85.0% | $5,306-89.1% |