Filed March 2, 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 | $588,458 | $84,233+598.6% | $170,442+245.3% | $70,131+739.1% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 19.02% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $15,935 | $3,387+370.5% | $5,433+193.3% | $2,342+580.3% |
| Participant deferral / active EE | $13,549 | $3,086+339.1% | $4,939+174.3% | $3,332+306.7% |
| Admin fee / account holder | $1,369 | $5,698-76.0% | $13,880-90.1% | $4,645-70.5% |