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 | $262,778 | $115,882+126.8% | $100,516+161.4% | $158,922+65.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 9.57% | 34.79%-25.2pp | 30.89%-21.3pp | 302.83%-293.3pp |
| Employer contribution / active EE | $6,334 | $4,103+54.4% | $3,418+85.4% | $4,761+33.0% |
| Participant deferral / active EE | $5,381 | $6,674-19.4% | $6,270-14.2% | $5,982-10.1% |
| Admin fee / account holder | $98,342 | $10,995+794.4% | $8,081+1116.9% | $11,246+774.5% |