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 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.)
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 | $21,497 | $60,349-64.4% | $74,183-71.0% | $62,891-65.8% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 9.57% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,809 | $1,680+7.7% | $2,370-23.7% | $2,281-20.7% |
| Participant deferral / active EE | $3,541 | $2,856+24.0% | $3,550-0.2% | $3,203+10.6% |
| Admin fee / account holder | $1,388 | $4,261-67.4% | $5,586-75.2% | $4,296-67.7% |