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 3-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 | $156,617 | $72,071+117.3% | $68,368+129.1% | $137,256+14.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 58.06% | 353.14%-295.1pp | 292.57%-234.5pp | 220.34%-162.3pp |
| Employer contribution / active EE | $11,495 | $2,788+312.3% | $2,649+334.0% | $4,156+176.6% |
| Participant deferral / active EE | $17,239 | $4,410+290.9% | $4,123+318.1% | $6,407+169.1% |
| Admin fee / account holder | $2,854 | $5,336-46.5% | $5,150-44.6% | $12,270-76.7% |