Filed February 11, 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 | $273,799 | $129,942+110.7% | $104,294+162.5% | $134,475+103.6% |
| Participation rate | 94.7% | 79.5%+15.2pp | 73.3%+21.5pp | 81.2%+13.5pp |
| Annual return | -15.31% | 42.03%-57.3pp | 24.61%-39.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $10,689 | $4,184+155.5% | $3,372+217.0% | $4,740+125.5% |
| Participant deferral / active EE | $9,060 | $5,588+62.1% | $4,625+95.9% | $6,400+41.6% |
| Admin fee / account holder | $3,742 | $9,323-59.9% | $7,339-49.0% | $11,426-67.3% |