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 | $181,709 | $81,446+123.1% | $103,374+75.8% | $80,874+124.7% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 12.78% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,785 | $3,107-10.4% | $3,869-28.0% | $2,756+1.1% |
| Participant deferral / active EE | $13,102 | $3,870+238.6% | $5,058+159.1% | $4,297+204.9% |
| Admin fee / account holder | $19,458 | $6,715+189.8% | $8,394+131.8% | $6,935+180.6% |