Filed July 1, 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 | $336,388 | $85,202+294.8% | $172,739+94.7% | $72,985+360.9% |
| Participation rate | 89.7% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 18.01% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $8,479 | $3,324+155.1% | $5,143+64.9% | $2,440+247.5% |
| Participant deferral / active EE | $5,725 | $3,260+75.6% | $5,198+10.2% | $3,607+58.7% |
| Admin fee / account holder | $8,281 | $5,884+40.7% | $13,954-40.7% | $5,124+61.6% |