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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,741 | $74,927+402.8% | $101,794+270.1% | $84,808+344.2% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.2%+24.1pp | 68.3%+25.0pp |
| Annual return | 10.89% | 18.70%-7.8pp | 30.53%-19.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,693 | $1,522+76.9% | $2,289+17.6% | $2,631+2.3% |
| Participant deferral / active EE | $2,773 | $3,099-10.5% | $4,084-32.1% | $4,212-34.1% |
| Admin fee / account holder | $42,569 | $6,514+553.5% | $8,777+385.0% | $7,344+479.7% |