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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,412 | $108,825+201.8% | $156,181+110.3% | $82,448+298.3% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 13.26% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,149 | $2,870+9.7% | $4,294-26.7% | $2,551+23.4% |
| Participant deferral / active EE | $14,503 | $4,577+216.8% | $6,132+136.5% | $4,139+250.4% |
| Admin fee / account holder | $83,336 | $9,341+792.2% | $14,586+471.3% | $7,234+1051.9% |