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 | $328,742 | $72,492+353.5% | $87,100+277.4% | $72,985+350.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.71% | 24.46%-5.7pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $5,518 | $1,894+191.4% | $2,521+118.9% | $2,440+126.2% |
| Participant deferral / active EE | $9,345 | $3,270+185.8% | $4,049+130.8% | $3,607+159.0% |
| Admin fee / account holder | $11,977 | $5,055+137.0% | $7,497+59.8% | $5,124+133.7% |