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.
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 | $20,397 | $71,883-71.6% | $86,677-76.5% | $68,494-70.2% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -15.87% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | -$78 | $2,173-103.6% | $2,836-102.8% | $2,596-103.0% |
| Participant deferral / active EE | $2,892 | $3,779-23.5% | $4,656-37.9% | $4,027-28.2% |
| Admin fee / account holder | $5,255 | $6,112-14.0% | $7,493-29.9% | $5,403-2.7% |