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 | $546,774 | $76,000+619.4% | $154,107+254.8% | $64,186+751.9% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -4.99% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $13,407 | $3,351+300.1% | $5,298+153.1% | $2,381+463.1% |
| Participant deferral / active EE | $13,587 | $3,175+327.9% | $5,081+167.4% | $3,470+291.6% |
| Admin fee / account holder | $47,627 | $5,596+751.1% | $13,411+255.1% | $4,888+874.4% |