Filed October 18, 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 | $18,120 | $76,401-76.3% | $106,387-83.0% | $64,186-71.8% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.5%+19.8pp | 69.6%+27.7pp |
| Annual return | -2.88% | -2.19%-0.7pp | 0.25%-3.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $261 | $2,680-90.3% | $3,520-92.6% | $2,381-89.0% |
| Participant deferral / active EE | $654 | $4,274-84.7% | $5,421-87.9% | $3,470-81.2% |
| Admin fee / account holder | $6,844 | $4,610+48.5% | $7,510-8.9% | $4,888+40.0% |