Filed October 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,947 | $95,453-12.1% | $112,040-25.1% | $82,448+1.8% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 16.47% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,644 | $2,318+14.1% | $2,954-10.5% | $2,551+3.7% |
| Participant deferral / active EE | $5,826 | $4,224+37.9% | $5,098+14.3% | $4,139+40.8% |
| Admin fee / account holder | $8,381 | $9,013-7.0% | $12,098-30.7% | $7,234+15.9% |