Filed October 18, 2004 (most recent of 3 filings on file)
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 | $297,086 | $102,382+190.2% | $147,005+102.1% | $80,874+267.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.49% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,783 | $3,715-25.1% | $4,934-43.6% | $2,756+1.0% |
| Participant deferral / active EE | $10,719 | $6,646+61.3% | $8,070+32.8% | $4,297+149.5% |
| Admin fee / account holder | $5,895 | $7,942-25.8% | $13,006-54.7% | $6,935-15.0% |