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 | $308,409 | $60,124+413.0% | $90,404+241.1% | $79,858+286.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.17% | 71.94%-53.8pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $20,490 | $2,068+890.9% | $3,262+528.1% | $2,471+729.3% |
| Participant deferral / active EE | $10,899 | $2,938+270.9% | $3,963+175.0% | $3,740+191.4% |
| Admin fee / account holder | $4,154 | $3,976+4.5% | $5,611-26.0% | $5,306-21.7% |