Filed October 18, 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 3-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 | $19,854 | $60,349-67.1% | $74,183-73.2% | $62,891-68.4% |
| Participation rate | 86.2% | 72.7%+13.5pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 6.20% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,475 | $1,680-12.2% | $2,370-37.8% | $2,281-35.3% |
| Participant deferral / active EE | $1,892 | $2,856-33.8% | $3,550-46.7% | $3,203-40.9% |
| Admin fee / account holder | $3,108 | $4,261-27.1% | $5,586-44.4% | $4,296-27.7% |