Filed August 31, 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 | $60,429 | $138,385-56.3% | $184,200-67.2% | $80,874-25.3% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 14.61% | 20.02%-5.4pp | 28.80%-14.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $7,559 | $4,849+55.9% | $6,424+17.7% | $2,756+174.3% |
| Participant deferral / active EE | $6,719 | $7,073-5.0% | $9,132-26.4% | $4,297+56.4% |
| Admin fee / account holder | $10,591 | $10,483+1.0% | $13,907-23.8% | $6,935+52.7% |