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 | $315,605 | $214,378+47.2% | $200,582+57.3% | $142,382+121.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.41% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,083 | $6,841-11.1% | $6,419-5.2% | $4,299+41.5% |
| Participant deferral / active EE | $7,593 | $9,865-23.0% | $9,331-18.6% | $6,507+16.7% |
| Admin fee / account holder | $11,884 | $17,692-32.8% | $16,305-27.1% | $12,624-5.9% |