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 | $12,774 | $138,347-90.8% | $184,203-93.1% | $80,856-84.2% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.6%+17.4pp |
| Annual return | 17.22% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,080 | $4,850-77.7% | $6,427-83.2% | $2,755-60.8% |
| Participant deferral / active EE | $1,507 | $7,071-78.7% | $9,131-83.5% | $4,296-64.9% |
| Admin fee / account holder | $874 | $10,483-91.7% | $13,901-93.7% | $6,918-87.4% |