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.)
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 | $294,151 | $175,202+67.9% | $149,673+96.5% | $139,434+111.0% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 9.51% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $7,734 | $5,474+41.3% | $4,818+60.5% | $4,751+62.8% |
| Participant deferral / active EE | $7,971 | $6,519+22.3% | $5,680+40.3% | $6,710+18.8% |
| Admin fee / account holder | $2,276 | $16,150-85.9% | $13,210-82.8% | $11,403-80.0% |