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 | $132,298 | $146,267-9.6% | $197,124-32.9% | $82,448+60.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 86.7%+0.8pp | 68.1%+19.4pp |
| Annual return | 14.13% | 29.61%-15.5pp | 44.34%-30.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,380 | $4,723+13.9% | $6,227-13.6% | $2,551+110.9% |
| Participant deferral / active EE | $4,274 | $7,035-39.2% | $9,135-53.2% | $4,139+3.3% |
| Admin fee / account holder | $10,700 | $14,422-25.8% | $16,298-34.3% | $7,234+47.9% |