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 | $279,820 | $72,400+286.5% | $67,502+314.5% | $145,922+91.8% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 16.32% | 7182.46%-7166.1pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $11,546 | $3,069+276.2% | $2,731+322.8% | $4,660+147.8% |
| Participant deferral / active EE | $5,717 | $4,783+19.5% | $4,000+42.9% | $6,688-14.5% |
| Admin fee / account holder | $15,938 | $5,539+187.8% | $3,998+298.7% | $13,397+19.0% |