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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,278 | $160,055-86.7% | $140,016-84.8% | $135,375-84.3% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -5.37% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $495 | $6,420-92.3% | $5,606-91.2% | $4,779-89.6% |
| Participant deferral / active EE | $1,868 | $7,642-75.6% | $6,927-73.0% | $5,609-66.7% |
| Admin fee / account holder | $3,102 | $13,328-76.7% | $10,705-71.0% | $10,827-71.4% |