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 | $552,173 | $105,860+421.6% | $90,749+508.5% | $134,475+310.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.79% | -11.01%-0.8pp | -12.16%+0.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $27,000 | $3,462+679.9% | $2,921+824.4% | $4,740+469.7% |
| Participant deferral / active EE | $26,000 | $5,216+398.5% | $4,564+469.7% | $6,400+306.3% |
| Admin fee / account holder | $13,848 | $13,938-0.6% | $8,445+64.0% | $11,426+21.2% |