Filed August 30, 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 4-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 | $476,131 | $54,229+778.0% | $70,092+579.3% | $68,494+595.1% |
| Participation rate | 98.0% | 64.5%+33.6pp | 70.5%+27.6pp | 67.9%+30.2pp |
| Annual return | -18.14% | -13.87%-4.3pp | 190.73%-208.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $8,870 | $2,018+339.5% | $2,559+246.6% | $2,596+241.6% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $45,585 | $4,694+871.1% | $6,267+627.4% | $5,403+743.7% |