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 | $358,384 | $47,977+647.0% | $154,107+132.6% | $56,287+536.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 83.0%+13.6pp | 69.9%+26.8pp |
| Annual return | -5.06% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $17,918 | $2,169+726.2% | $5,298+238.2% | $2,111+748.8% |
| Participant deferral / active EE | $13,287 | $2,392+455.5% | $5,081+161.5% | $3,350+296.7% |
| Admin fee / account holder | $16,624 | $438+3693.4% | $13,411+24.0% | $521+3091.1% |