Filed November 16, 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 | $278,610 | $83,477+233.8% | $125,175+122.6% | $72,985+281.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.89% | 25.78%+1.1pp | 43.79%-16.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $13,429 | $2,345+472.6% | $3,865+247.4% | $2,440+450.4% |
| Participant deferral / active EE | $12,640 | $3,585+252.6% | $4,937+156.0% | $3,607+250.4% |
| Admin fee / account holder | $665 | $5,517-87.9% | $9,702-93.1% | $5,124-87.0% |