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 | $785,840 | $91,190+761.8% | $178,490+340.3% | $79,858+884.0% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 20.35% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $15,094 | $3,256+363.6% | $5,011+201.3% | $2,471+510.9% |
| Participant deferral / active EE | $13,280 | $3,236+310.4% | $5,202+155.3% | $3,740+255.1% |
| Admin fee / account holder | $25,775 | $6,751+281.8% | $13,984+84.3% | $5,306+385.7% |