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 | $9,782 | $110,094-91.1% | $151,611-93.5% | $68,494-85.7% |
| Participation rate | 71.7% | 84.0%-12.3pp | 87.5%-15.8pp | 67.9%+3.8pp |
| Annual return | -13.77% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $542 | $4,471-87.9% | $6,166-91.2% | $2,596-79.1% |
| Participant deferral / active EE | $947 | $6,527-85.5% | $8,363-88.7% | $4,027-76.5% |
| Admin fee / account holder | $1,400 | $7,719-81.9% | $11,616-87.9% | $5,403-74.1% |