Filed July 20, 2005
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 | $83,084 | $58,234+42.7% | $81,783+1.6% | $80,874+2.7% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.4%+12.6pp | 67.6%+17.4pp |
| Annual return | 13.72% | 41.70%-28.0pp | 775.05%-761.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,074 | $2,341+31.3% | $2,913+5.5% | $2,756+11.5% |
| Participant deferral / active EE | $5,049 | $3,283+53.8% | $4,320+16.9% | $4,297+17.5% |
| Admin fee / account holder | $2,403 | $4,982-51.8% | $7,380-67.4% | $6,935-65.3% |