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 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 | $255,959 | $54,762+367.4% | $90,281+183.5% | $72,985+250.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 28.57% | 30.63%-2.1pp | 78.10%-49.5pp | 81.00%-52.4pp |
| Employer contribution / active EE | $20,590 | $2,092+884.0% | $2,854+621.3% | $2,440+743.9% |
| Participant deferral / active EE | $10,324 | $2,887+257.6% | $3,885+165.7% | $3,607+186.2% |
| Admin fee / account holder | $3,899 | $3,972-1.8% | $5,351-27.1% | $5,124-23.9% |