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.
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 | $21,012 | $197,591-89.4% | $177,821-88.2% | $158,922-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.65% | 58.76%-38.1pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,128 | $6,697-68.2% | $5,918-64.0% | $4,761-55.3% |
| Participant deferral / active EE | $3,212 | $8,405-61.8% | $7,714-58.4% | $5,982-46.3% |
| Admin fee / account holder | $1,846 | $15,399-88.0% | $12,427-85.1% | $11,246-83.6% |