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 | $841,548 | $77,899+980.3% | $149,673+462.3% | $75,163+1019.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.14% | 31.72%-4.6pp | 134.42%-107.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $11,766 | $3,137+275.0% | $4,818+144.2% | $2,670+340.7% |
| Participant deferral / active EE | $12,959 | $3,411+279.9% | $5,680+128.2% | $4,125+214.2% |
| Admin fee / account holder | $16,389 | $5,956+175.2% | $13,210+24.1% | $5,651+190.0% |