Filed June 24, 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 | $436,671 | $99,079+340.7% | $77,999+459.8% | $273,961+59.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.55% | 217.93%-207.4pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $11,960 | $3,308+261.6% | $2,470+384.2% | $4,869+145.6% |
| Participant deferral / active EE | $15,055 | $4,306+249.6% | $3,497+330.5% | $5,287+184.7% |
| Admin fee / account holder | $3,747 | $8,954-58.2% | $5,480-31.6% | $10,132-63.0% |