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 | $530,631 | $154,117+244.3% | $129,995+308.2% | $139,434+280.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 32.48%-22.3pp | -137.18%+147.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $15,256 | $5,289+188.4% | $4,320+253.2% | $4,751+221.1% |
| Participant deferral / active EE | $10,769 | $6,710+60.5% | $5,820+85.0% | $6,710+60.5% |
| Admin fee / account holder | $225,075 | $14,007+1506.9% | $10,614+2020.5% | $11,403+1873.9% |