Filed March 8, 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 | $294,340 | $217,402+35.4% | $185,823+58.4% | $167,490+75.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 31.54% | 148.36%-116.8pp | 122.05%-90.5pp | 478.56%-447.0pp |
| Employer contribution / active EE | $7,138 | $5,873+21.5% | $5,167+38.1% | $4,837+47.6% |
| Participant deferral / active EE | $6,625 | $6,356+4.2% | $5,568+19.0% | $6,341+4.5% |
| Admin fee / account holder | $14,492 | $19,811-26.8% | $16,237-10.8% | $12,309+17.7% |