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.
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 | $28,589 | $171,865-83.4% | $149,718-80.9% | $147,584-80.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 17.19% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,862 | $6,275-70.3% | $5,445-65.8% | $4,876-61.8% |
| Participant deferral / active EE | $5,624 | $7,271-22.6% | $6,569-14.4% | $5,439+3.4% |
| Admin fee / account holder | $369 | $13,799-97.3% | $11,283-96.7% | $10,885-96.6% |