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 | $343,264 | $73,867+364.7% | $143,757+138.8% | $68,494+401.2% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -27.59% | 1.01%-28.6pp | -0.04%-27.6pp | -7.84%-19.7pp |
| Employer contribution / active EE | $34,443 | $3,184+981.7% | $4,951+595.7% | $2,596+1226.6% |
| Participant deferral / active EE | $8,744 | $3,384+158.3% | $5,637+55.1% | $4,027+117.1% |
| Admin fee / account holder | $19,619 | $5,755+240.9% | $14,673+33.7% | $5,403+263.1% |