Filed June 27, 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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,370 | $58,208+486.5% | $81,812+317.3% | $80,856+322.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.53% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $23,561 | $2,340+906.9% | $2,912+709.0% | $2,755+755.3% |
| Participant deferral / active EE | $14,126 | $3,281+330.5% | $4,319+227.1% | $4,296+228.8% |
| Admin fee / account holder | $60,969 | $4,981+1124.0% | $7,386+725.5% | $6,918+781.3% |