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.)
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 | $36,644 | $109,359-66.5% | $162,163-77.4% | $72,985-49.8% |
| Participation rate | 85.5% | 84.3%+1.2pp | 87.6%-2.1pp | 69.5%+16.0pp |
| Annual return | 18.21% | 25.46%-7.2pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,865 | $3,907-26.7% | $5,614-49.0% | $2,440+17.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $667 | $7,972-91.6% | $10,843-93.8% | $5,124-87.0% |