Filed October 18, 2004 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,807 | $72,071+17.7% | $68,368+24.0% | $137,256-38.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.20% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,549 | $2,788+27.3% | $2,649+34.0% | $4,156-14.6% |
| Participant deferral / active EE | $3,943 | $4,410-10.6% | $4,123-4.4% | $6,407-38.5% |
| Admin fee / account holder | $2,550 | $5,336-52.2% | $5,150-50.5% | $12,270-79.2% |