Filed April 8, 2005 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $535,948 | $51,576+939.2% | $129,207+314.8% | $80,856+562.8% |
| Participation rate | 97.8% | 57.0%+40.8pp | 69.6%+28.2pp | 67.6%+30.1pp |
| Annual return | 16.09% | 20.81%-4.7pp | 9417.33%-9401.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $27,556 | $1,584+1639.9% | $4,153+563.5% | $2,755+900.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,890 | $4,305+199.4% | $7,715+67.1% | $6,918+86.3% |