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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,856 | $159,934+152.5% | $147,005+174.7% | $145,959+176.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.60% | 98.24%-81.6pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,222 | $5,287-58.0% | $4,934-55.0% | $4,661-52.3% |
| Participant deferral / active EE | $7,316 | $8,427-13.2% | $8,070-9.3% | $6,689+9.4% |
| Admin fee / account holder | $2,532 | $15,053-83.2% | $13,006-80.5% | $13,398-81.1% |