Filed December 31, 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.)
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 | $18,389 | $98,240-81.3% | $82,313-77.7% | $147,584-87.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | -0.06% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.6pp |
| Employer contribution / active EE | $587 | $3,192-81.6% | $2,428-75.8% | $4,876-88.0% |
| Participant deferral / active EE | $2,333 | $4,383-46.8% | $3,706-37.1% | $5,439-57.1% |
| Admin fee / account holder | $8,968 | $8,563+4.7% | $5,608+59.9% | $10,885-17.6% |