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 | $297,544 | $65,561+353.8% | $86,188+245.2% | $75,163+295.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.21% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,976 | $1,553+156.1% | $2,380+67.1% | $2,670+48.9% |
| Participant deferral / active EE | $3,898 | $3,024+28.9% | $3,985-2.2% | $4,125-5.5% |
| Admin fee / account holder | $19,596 | $5,474+258.0% | $6,852+186.0% | $5,651+246.8% |