Filed March 4, 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 10-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 | $304,275 | $116,175+161.9% | $93,606+225.1% | $152,861+99.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.45% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $22,825 | $3,218+609.3% | $2,718+739.8% | $4,762+379.3% |
| Participant deferral / active EE | $23,965 | $4,603+420.6% | $4,069+489.0% | $5,850+309.6% |
| Admin fee / account holder | $28,394 | $10,748+164.2% | $7,888+259.9% | $11,596+144.8% |