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 | $351,121 | $118,680+195.9% | $98,907+255.0% | $158,922+120.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.56% | 372.35%-360.8pp | 196.43%-184.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $26,500 | $3,333+695.1% | $2,689+885.5% | $4,761+456.6% |
| Participant deferral / active EE | $26,000 | $5,088+411.0% | $4,244+512.6% | $5,982+334.6% |
| Admin fee / account holder | $658 | $10,131-93.5% | $6,642-90.1% | $11,246-94.1% |