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 | $531,220 | $127,777+315.7% | $106,548+398.6% | $167,490+217.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.58% | 33.87%-18.3pp | 26.80%-11.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $27,000 | $3,427+688.0% | $2,819+857.8% | $4,837+458.1% |
| Participant deferral / active EE | $26,000 | $5,087+411.1% | $4,398+491.2% | $6,341+310.0% |
| Admin fee / account holder | $7,122 | $11,228-36.6% | $7,407-3.9% | $12,309-42.1% |