Filed October 19, 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.
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 | $19,120 | $94,529-79.8% | $140,016-86.3% | $64,186-70.2% |
| Participation rate | 73.7% | 84.1%-10.4pp | 87.5%-13.8pp | 69.6%+4.1pp |
| Annual return | -3.45% | 7.77%-11.2pp | 651.12%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,425 | $5,250-72.9% | $6,927-79.4% | $3,470-58.9% |
| Admin fee / account holder | $5,215 | $6,741-22.6% | $10,705-51.3% | $4,888+6.7% |