Filed May 5, 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 | $348,688 | $102,604+239.8% | $86,188+304.6% | $139,434+150.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.67% | 1922.51%-1905.8pp | 1168.45%-1151.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,647 | $3,032-12.7% | $2,380+11.2% | $4,751-44.3% |
| Participant deferral / active EE | $10,430 | $4,676+123.1% | $3,985+161.7% | $6,710+55.4% |
| Admin fee / account holder | $20,038 | $8,657+131.5% | $6,852+192.5% | $11,403+75.7% |