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 | $515,506 | $99,877+416.1% | $84,966+506.7% | $145,922+253.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 26.79% | 83.76%-57.0pp | 66.38%-39.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $19,755 | $3,231+511.4% | $2,727+624.4% | $4,660+324.0% |
| Participant deferral / active EE | $16,567 | $5,291+213.1% | $4,519+266.6% | $6,688+147.7% |
| Admin fee / account holder | $36,279 | $7,248+400.6% | $6,149+490.0% | $13,397+170.8% |