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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $662,592 | $73,867+797.0% | $143,757+360.9% | $68,494+867.4% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -25.38% | 1.01%-26.4pp | -0.04%-25.3pp | -7.84%-17.5pp |
| Employer contribution / active EE | $11,964 | $3,184+275.7% | $4,951+141.7% | $2,596+360.8% |
| Participant deferral / active EE | $14,112 | $3,384+317.0% | $5,637+150.3% | $4,027+250.4% |
| Admin fee / account holder | $19,859 | $5,755+245.1% | $14,673+35.3% | $5,403+267.6% |