Filed August 24, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,346 | $137,414-92.5% | $189,513-94.5% | $85,850-87.9% |
| Participation rate | 74.5% | 84.6%-10.1pp | 87.8%-13.3pp | 69.3%+5.2pp |
| Annual return | 27.90% | 38.14%-10.2pp | 555.15%-527.3pp | 318.53%-290.6pp |
| Employer contribution / active EE | $481 | $4,344-88.9% | $6,162-92.2% | $2,565-81.3% |
| Participant deferral / active EE | $913 | $6,260-85.4% | $8,221-88.9% | $3,952-76.9% |
| Admin fee / account holder | $1,102 | $8,630-87.2% | $12,045-90.8% | $6,260-82.4% |