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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,457 | $697,698-75.0% | $621,730-71.9% | $357,791-51.2% |
| Participation rate | 92.3% | 90.7%+1.6pp | 90.8%+1.5pp | 85.6%+6.7pp |
| Annual return | 6.11% | 10.63%-4.5pp | 10.76%-4.7pp | 396.79%-390.7pp |
| Employer contribution / active EE | $8,186 | $10,590-22.7% | $9,871-17.1% | $7,508+9.0% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $46,750 | $75,391-38.0% | $66,065-29.2% | $28,387+64.7% |