Filed July 15, 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 | $820,763 | $183,519+347.2% | $155,509+427.8% | $145,922+462.5% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 22.07% | 61.17%-39.1pp | 64.67%-42.6pp | 561.29%-539.2pp |
| Employer contribution / active EE | $14,727 | $5,313+177.2% | $4,672+215.2% | $4,660+216.1% |
| Participant deferral / active EE | $15,795 | $6,462+144.4% | $5,626+180.7% | $6,688+136.2% |
| Admin fee / account holder | $42,756 | $19,313+121.4% | $15,912+168.7% | $13,397+219.1% |