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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,840 | $58,234-23.0% | $81,783-45.2% | $80,874-44.6% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.4%+24.1pp | 67.6%+28.8pp |
| Annual return | 14.70% | 41.70%-27.0pp | 775.05%-760.4pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,487 | $2,341+6.2% | $2,913-14.6% | $2,756-9.8% |
| Participant deferral / active EE | $7,130 | $3,283+117.2% | $4,320+65.0% | $4,297+65.9% |
| Admin fee / account holder | $1,641 | $4,982-67.1% | $7,380-77.8% | $6,935-76.3% |