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 6-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 | $29,298 | $72,396-59.5% | $67,511-56.6% | $145,959-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.14% | 7194.07%-7180.9pp | 3517.41%-3504.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,038 | $3,071-33.6% | $2,733-25.4% | $4,661-56.3% |
| Participant deferral / active EE | $4,292 | $4,781-10.2% | $4,000+7.3% | $6,689-35.8% |
| Admin fee / account holder | $497 | $5,538-91.0% | $3,999-87.6% | $13,398-96.3% |