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 | $320,889 | $150,187+113.7% | $120,354+166.6% | $145,922+119.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.45% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,327 | $4,348+91.5% | $3,463+140.5% | $4,660+78.7% |
| Participant deferral / active EE | $9,797 | $6,173+58.7% | $4,991+96.3% | $6,688+46.5% |
| Admin fee / account holder | $79,577 | $12,207+551.9% | $9,423+744.5% | $13,397+494.0% |