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 | $293,994 | $91,538+221.2% | $129,995+126.2% | $75,163+291.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.81% | -631.11%+651.9pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $9,279 | $2,845+226.1% | $4,320+114.8% | $2,670+247.5% |
| Participant deferral / active EE | $14,655 | $4,341+237.6% | $5,820+151.8% | $4,125+255.3% |
| Admin fee / account holder | $18,858 | $6,790+177.7% | $10,614+77.7% | $5,651+233.7% |