Filed February 10, 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 | $330,515 | $176,056+87.7% | $159,436+107.3% | $167,490+97.3% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 19.94% | 331.75%-311.8pp | 263.57%-243.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $12,365 | $5,297+133.4% | $4,829+156.0% | $4,837+155.6% |
| Participant deferral / active EE | $11,164 | $7,750+44.1% | $7,352+51.9% | $6,341+76.1% |
| Admin fee / account holder | $1,373 | $12,554-89.1% | $10,799-87.3% | $12,309-88.8% |