Filed July 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.
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.)
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 | $13,897 | $91,190-84.8% | $178,490-92.2% | $79,858-82.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 13.86% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $52 | $3,256-98.4% | $5,011-99.0% | $2,471-97.9% |
| Participant deferral / active EE | $950 | $3,236-70.7% | $5,202-81.7% | $3,740-74.6% |
| Admin fee / account holder | $1,230 | $6,751-81.8% | $13,984-91.2% | $5,306-76.8% |