Filed March 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $244,703 | $102,382+139.0% | $147,005+66.5% | $80,874+202.6% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 13.72% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,597 | $6,646-0.7% | $8,070-18.3% | $4,297+53.5% |
| Admin fee / account holder | $8,554 | $7,942+7.7% | $13,006-34.2% | $6,935+23.3% |