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 | $297,127 | $81,900+262.8% | $119,609+148.4% | $68,494+333.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.09% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $14,711 | $2,693+446.2% | $4,232+247.6% | $2,596+466.6% |
| Participant deferral / active EE | $13,541 | $4,148+226.5% | $5,602+141.7% | $4,027+236.2% |
| Admin fee / account holder | $4,786 | $6,582-27.3% | $10,323-53.6% | $5,403-11.4% |