Filed October 18, 2004 (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.
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.)
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 | $10,976 | $138,347-92.1% | $184,203-94.0% | $80,856-86.4% |
| Participation rate | 92.5% | 83.9%+8.7pp | 86.8%+5.7pp | 67.6%+24.9pp |
| Annual return | -3.90% | 20.02%-23.9pp | 28.81%-32.7pp | 35.59%-39.5pp |
| Employer contribution / active EE | $65 | $4,850-98.7% | $6,427-99.0% | $2,755-97.7% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $636 | $10,483-93.9% | $13,901-95.4% | $6,918-90.8% |