Filed March 1, 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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $401,118 | $58,208+589.1% | $81,812+390.3% | $80,856+396.1% |
| Participation rate | 83.7% | 63.4%+20.3pp | 72.3%+11.4pp | 67.6%+16.1pp |
| Annual return | 21.42% | 41.66%-20.2pp | 773.79%-752.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $128 | $2,340-94.5% | $2,912-95.6% | $2,755-95.4% |
| Participant deferral / active EE | $14,170 | $3,281+331.9% | $4,319+228.1% | $4,296+229.9% |
| Admin fee / account holder | $41,539 | $4,981+733.9% | $7,386+462.4% | $6,918+500.5% |