Filed June 3, 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 | $254,237 | $201,272+26.3% | $184,203+38.0% | $145,922+74.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 4.10% | 29.00%-24.9pp | 28.81%-24.7pp | 561.29%-557.2pp |
| Employer contribution / active EE | $11,272 | $7,022+60.5% | $6,427+75.4% | $4,660+141.9% |
| Participant deferral / active EE | $4,286 | $9,806-56.3% | $9,131-53.1% | $6,688-35.9% |
| Admin fee / account holder | $28,176 | $16,364+72.2% | $13,901+102.7% | $13,397+110.3% |