Filed November 30, 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 4-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.
Participant 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 | $14,644 | $183,963-92.0% | $162,163-91.0% | $152,861-90.4% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 22.22% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,660 | $6,371-73.9% | $5,614-70.4% | $4,762-65.1% |
| Participant deferral / active EE | $2,367 | $8,034-70.5% | $7,298-67.6% | $5,850-59.5% |
| Admin fee / account holder | $476 | $13,121-96.4% | $10,843-95.6% | $11,596-95.9% |