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 | $335,163 | $101,724+229.5% | $164,813+103.4% | $80,856+314.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.59% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,611 | $2,953+191.5% | $4,341+98.4% | $2,755+212.6% |
| Participant deferral / active EE | $14,798 | $4,477+230.5% | $6,031+145.3% | $4,296+244.5% |
| Admin fee / account holder | $15,318 | $8,227+86.2% | $12,690+20.7% | $6,918+121.4% |