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 | $317,047 | $140,940+125.0% | $112,229+182.5% | $139,434+127.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.26% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $9,895 | $4,283+131.0% | $3,430+188.5% | $4,751+108.3% |
| Participant deferral / active EE | $9,820 | $5,874+67.2% | $4,798+104.7% | $6,710+46.3% |
| Admin fee / account holder | $27,393 | $9,954+175.2% | $7,748+253.5% | $11,403+140.2% |