Filed February 27, 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 | $789,905 | $150,440+425.1% | $136,294+479.6% | $147,584+435.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.58% | 1049.08%-1045.5pp | 5155.94%-5152.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $3,206 | $5,256-39.0% | $4,695-31.7% | $4,876-34.3% |
| Participant deferral / active EE | $7,498 | $6,630+13.1% | $6,247+20.0% | $5,439+37.9% |
| Admin fee / account holder | $48,098 | $10,905+341.1% | $9,243+420.4% | $10,885+341.9% |