Filed August 31, 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 | $53,428 | $138,385-61.4% | $184,200-71.0% | $80,874-33.9% |
| Participation rate | 83.7% | 83.9%-0.1pp | 86.8%-3.1pp | 67.6%+16.1pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.80%-17.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,448 | $4,849-49.5% | $6,424-61.9% | $2,756-11.2% |
| Participant deferral / active EE | $3,178 | $7,073-55.1% | $9,132-65.2% | $4,297-26.0% |
| Admin fee / account holder | $2,919 | $10,483-72.2% | $13,907-79.0% | $6,935-57.9% |