Filed May 10, 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 | $65,418 | $201,259-67.5% | $184,200-64.5% | $145,959-55.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 9.63% | 28.98%-19.4pp | 28.80%-19.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,367 | $7,018-66.3% | $6,424-63.1% | $4,661-49.2% |
| Participant deferral / active EE | $3,711 | $9,806-62.2% | $9,132-59.4% | $6,689-44.5% |
| Admin fee / account holder | $65,345 | $16,372+299.1% | $13,907+369.9% | $13,398+387.7% |