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 | $346,739 | $71,050+388.0% | $93,606+270.4% | $80,856+328.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.69% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,453 | $1,564+120.8% | $2,420+42.7% | $2,755+25.4% |
| Participant deferral / active EE | $3,650 | $4,034-9.5% | $4,411-17.3% | $4,296-15.0% |
| Admin fee / account holder | $4,374 | $6,945-37.0% | $8,285-47.2% | $6,918-36.8% |