Filed June 16, 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 | $342,570 | $85,202+302.1% | $172,739+98.3% | $72,985+369.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.17% | 27.32%-12.2pp | 802.84%-787.7pp | 81.00%-65.8pp |
| Employer contribution / active EE | $33,095 | $3,324+895.5% | $5,143+543.5% | $2,440+1256.4% |
| Participant deferral / active EE | $6,903 | $3,260+111.7% | $5,198+32.8% | $3,607+91.4% |
| Admin fee / account holder | $34,939 | $5,884+493.8% | $13,954+150.4% | $5,124+581.8% |