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 | $261,067 | $80,968+222.4% | $96,544+170.4% | $75,163+247.3% |
| Participation rate | 98.3% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.1pp |
| Annual return | 18.49% | 27.06%-8.6pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,067 | $2,282+78.3% | $2,965+37.2% | $2,670+52.3% |
| Participant deferral / active EE | $4,454 | $3,928+13.4% | $4,851-8.2% | $4,125+8.0% |
| Admin fee / account holder | $32,241 | $6,724+379.5% | $8,252+290.7% | $5,651+470.5% |