Filed August 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 | $271,421 | $86,286+214.6% | $111,297+143.9% | $85,850+216.2% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 12.31% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $7,390 | $2,043+261.7% | $2,731+170.6% | $2,565+188.1% |
| Participant deferral / active EE | $3,968 | $3,641+9.0% | $4,487-11.6% | $3,952+0.4% |
| Admin fee / account holder | $76,006 | $8,188+828.3% | $7,964+854.4% | $6,260+1114.2% |