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 | $390,209 | $104,251+274.3% | $91,001+328.8% | $147,584+164.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.04% | 27.06%-16.0pp | 4.60%+6.4pp | 578.55%-567.5pp |
| Employer contribution / active EE | $9,594 | $3,116+207.9% | $2,456+290.7% | $4,876+96.7% |
| Participant deferral / active EE | $13,878 | $4,195+230.8% | $3,547+291.2% | $5,439+155.2% |
| Admin fee / account holder | $113,481 | $8,948+1168.2% | $5,417+1994.8% | $10,885+942.5% |