Filed July 6, 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 | $315,217 | $87,841+258.8% | $133,980+135.3% | $62,891+401.2% |
| Participation rate | 97.0% | 83.4%+13.6pp | 87.1%+9.9pp | 69.3%+27.7pp |
| Annual return | 9.10% | 12.05%-3.0pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $19,537 | $3,483+460.9% | $5,211+274.9% | $2,281+756.5% |
| Participant deferral / active EE | $8,774 | $4,812+82.3% | $6,282+39.7% | $3,203+173.9% |
| Admin fee / account holder | $11,750 | $5,371+118.8% | $9,324+26.0% | $4,296+173.5% |