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 | $51,255 | $244,740-79.1% | $206,214-75.1% | $357,791-85.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 21.84% | -3.72%+25.6pp | -1.60%+23.4pp | 396.79%-375.0pp |
| Employer contribution / active EE | $2,192 | $7,019-68.8% | $5,967-63.3% | $7,508-70.8% |
| Participant deferral / active EE | $9,332 | $4,983+87.3% | $4,649+100.7% | $5,521+69.0% |
| Admin fee / account holder | $2,832 | $15,419-81.6% | $13,671-79.3% | $28,387-90.0% |