Filed February 23, 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 | $391,169 | $75,828+415.9% | $147,614+165.0% | $59,632+556.0% |
| Participation rate | 96.3% | 71.6%+24.8pp | 84.6%+11.7pp | 68.7%+27.7pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $18,220 | $3,485+422.9% | $5,564+227.4% | $2,203+727.2% |
| Participant deferral / active EE | $12,603 | $3,130+302.6% | $4,895+157.4% | $3,192+294.9% |
| Admin fee / account holder | $29,065 | $5,985+385.6% | $11,611+150.3% | $4,297+576.4% |