Filed February 28, 2005
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,830 | $125,758-72.3% | $169,993-79.5% | $75,163-53.7% |
| Participation rate | 79.7% | 83.6%-3.9pp | 87.0%-7.3pp | 67.2%+12.5pp |
| Annual return | 12.14% | 27.20%-15.1pp | 53.37%-41.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,067 | $4,615-76.9% | $6,785-84.3% | $2,670-60.1% |
| Participant deferral / active EE | $1,865 | $6,837-72.7% | $10,408-82.1% | $4,125-54.8% |
| Admin fee / account holder | $9,235 | $8,173+13.0% | $12,815-27.9% | $5,651+63.4% |