Filed November 22, 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 | $268,214 | $88,751+202.2% | $81,812+227.8% | $145,922+83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $21,874 | $3,083+609.4% | $2,912+651.1% | $4,660+369.4% |
| Participant deferral / active EE | $15,720 | $4,643+238.6% | $4,319+264.0% | $6,688+135.1% |
| Admin fee / account holder | $3,589 | $8,415-57.4% | $7,386-51.4% | $13,397-73.2% |