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 | $251,255 | $214,378+17.2% | $200,582+25.3% | $142,382+76.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 5.50% | 46.41%-40.9pp | 42.33%-36.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $10,575 | $6,841+54.6% | $6,419+64.8% | $4,299+146.0% |
| Participant deferral / active EE | $3,870 | $9,865-60.8% | $9,331-58.5% | $6,507-40.5% |
| Admin fee / account holder | $1,911 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |