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 | $396,332 | $99,032+300.2% | $80,019+395.3% | $135,375+192.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.38% | 15.39%-17.8pp | 11.22%-13.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $11,567 | $3,043+280.1% | $2,468+368.7% | $4,779+142.0% |
| Participant deferral / active EE | $14,890 | $4,282+247.7% | $3,686+304.0% | $5,609+165.5% |
| Admin fee / account holder | $5,766 | $10,436-44.7% | $6,521-11.6% | $10,827-46.7% |