Filed October 19, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $786,310 | $426,113+84.5% | $289,028+172.1% | $357,791+119.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 17.55% | 260.96%-243.4pp | 243.94%-226.4pp | 396.79%-379.2pp |
| Employer contribution / active EE | $8,941 | $8,831+1.2% | $6,326+41.3% | $7,508+19.1% |
| Participant deferral / active EE | $3,999 | $6,238-35.9% | $4,804-16.8% | $5,521-27.6% |
| Admin fee / account holder | $3,386 | $18,206-81.4% | $14,050-75.9% | $28,387-88.1% |