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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,236 | $697,698-22.9% | $621,730-13.4% | $357,791+50.4% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 15.42% | 10.63%+4.8pp | 10.76%+4.7pp | 396.79%-381.4pp |
| Employer contribution / active EE | $27,145 | $10,590+156.3% | $9,871+175.0% | $7,508+261.6% |
| Participant deferral / active EE | $15,769 | $7,203+118.9% | $6,979+125.9% | $5,521+185.6% |
| Admin fee / account holder | $2,523 | $75,391-96.7% | $66,065-96.2% | $28,387-91.1% |