Filed November 9, 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 | $255,338 | $69,207+268.9% | $64,056+298.6% | $139,434+83.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 45.88%-26.3pp | 33.69%-14.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $13,481 | $3,182+323.6% | $2,747+390.8% | $4,751+183.8% |
| Participant deferral / active EE | $6,410 | $4,682+36.9% | $3,880+65.2% | $6,710-4.5% |
| Admin fee / account holder | $2,355 | $4,244-44.5% | $3,068-23.2% | $11,403-79.3% |