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.
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 | $27,989 | $91,552-69.4% | $133,956-79.1% | $79,858-65.0% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.5pp |
| Annual return | 11.62% | 61.85%-50.2pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,284 | $3,733-38.8% | $5,048-54.8% | $3,740-38.9% |
| Admin fee / account holder | $2,045 | $6,321-67.6% | $8,927-77.1% | $5,306-61.5% |