Filed February 10, 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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for 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 | $367,729 | $96,305+281.8% | $80,569+356.4% | $139,434+163.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 30.67% | 1350.08%-1319.4pp | 935.43%-904.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $19,739 | $3,262+505.1% | $2,723+624.8% | $4,751+315.5% |
| Participant deferral / active EE | $16,225 | $5,232+210.1% | $4,447+264.8% | $6,710+141.8% |
| Admin fee / account holder | $5,762 | $6,599-12.7% | $5,377+7.2% | $11,403-49.5% |