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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,476 | $165,984+249.1% | $164,813+251.6% | $145,922+297.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.88% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.4pp |
| Employer contribution / active EE | $15,118 | $5,273+186.7% | $4,341+248.3% | $4,660+224.4% |
| Participant deferral / active EE | $10,672 | $6,959+53.3% | $6,031+76.9% | $6,688+59.6% |
| Admin fee / account holder | $18,863 | $16,648+13.3% | $12,690+48.6% | $13,397+40.8% |