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 | $30,142 | $198,466-84.8% | $170,442-82.3% | $147,584-79.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 16.86% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,129 | $6,184-65.6% | $5,433-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $3,053 | $5,629-45.8% | $4,939-38.2% | $5,439-43.9% |
| Admin fee / account holder | $10,912 | $16,852-35.2% | $13,880-21.4% | $10,885+0.2% |