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 | $286,939 | $163,101+75.9% | $136,749+109.8% | $142,382+101.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.93% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,645 | $4,117+182.9% | $3,400+242.5% | $4,299+170.9% |
| Participant deferral / active EE | $10,455 | $5,585+87.2% | $4,692+122.8% | $6,507+60.7% |
| Admin fee / account holder | $141,695 | $14,318+889.6% | $11,386+1144.4% | $12,624+1022.5% |