Filed November 19, 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.
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 | $36,120 | $148,978-75.8% | $200,582-82.0% | $84,808-57.4% |
| Participation rate | 82.8% | 84.2%-1.4pp | 86.9%-4.1pp | 68.3%+14.5pp |
| Annual return | 12.28% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,655 | $4,815-24.1% | $6,419-43.1% | $2,631+38.9% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,859 | $13,977-36.6% | $16,305-45.7% | $7,344+20.6% |