Filed December 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,949 | $29,319+605.8% | $52,425+294.8% | $82,448+151.0% |
| Participation rate | 85.2% | 46.9%+38.3pp | 55.6%+29.6pp | 68.1%+17.1pp |
| Annual return | 11.80% | 535.20%-523.4pp | 302.12%-290.3pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,489 | $586+495.0% | $914+281.7% | $2,551+36.8% |
| Participant deferral / active EE | $5,536 | $1,171+372.6% | $1,790+209.2% | $4,139+33.7% |
| Admin fee / account holder | $11,380 | $1,962+480.0% | $2,495+356.1% | $7,234+57.3% |