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.
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 | $27,807 | $183,963-84.9% | $162,163-82.9% | $152,861-81.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 22.18% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,002 | $6,371-52.9% | $5,614-46.5% | $4,762-37.0% |
| Participant deferral / active EE | $2,201 | $8,034-72.6% | $7,298-69.8% | $5,850-62.4% |
| Admin fee / account holder | $2,104 | $13,121-84.0% | $10,843-80.6% | $11,596-81.9% |