Filed January 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 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 | $270,919 | $59,805+353.0% | $79,550+240.6% | $68,494+295.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 51.19% | -12.30%+63.5pp | 0.16%+51.0pp | -7.84%+59.0pp |
| Employer contribution / active EE | $6,223 | $1,505+313.5% | $2,413+157.9% | $2,596+139.7% |
| Participant deferral / active EE | $1,710 | $3,024-43.5% | $3,985-57.1% | $4,027-57.5% |
| Admin fee / account holder | $36,050 | $4,835+645.6% | $6,832+427.6% | $5,403+567.3% |