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.
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 | $19,201 | $87,841-78.1% | $133,980-85.7% | $62,891-69.5% |
| Participation rate | 83.9% | 83.4%+0.5pp | 87.1%-3.2pp | 69.3%+14.6pp |
| Annual return | 4.29% | 12.05%-7.8pp | 29.30%-25.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,374 | $3,483-31.8% | $5,211-54.4% | $2,281+4.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $328 | $5,371-93.9% | $9,324-96.5% | $4,296-92.4% |