Filed March 15, 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 | $329,273 | $135,635+142.8% | $110,238+198.7% | $135,375+143.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.18% | 513.19%-515.4pp | 314.74%-316.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $11,559 | $4,906+135.6% | $3,826+202.1% | $4,779+141.9% |
| Participant deferral / active EE | $7,176 | $5,506+30.3% | $4,672+53.6% | $5,609+27.9% |
| Admin fee / account holder | $1,734 | $11,457-84.9% | $8,547-79.7% | $10,827-84.0% |