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 | $250,051 | $99,640+151.0% | $86,436+189.3% | $134,475+85.9% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -13.64% | 6782.58%-6796.2pp | 4394.89%-4408.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,252 | $4,400-3.4% | $3,769+12.8% | $4,740-10.3% |
| Participant deferral / active EE | $6,173 | $7,246-14.8% | $6,952-11.2% | $6,400-3.6% |
| Admin fee / account holder | $10,160 | $8,371+21.4% | $6,731+50.9% | $11,426-11.1% |