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 | $381,861 | $101,724+275.4% | $164,813+131.7% | $80,856+372.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.36% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $13,471 | $2,953+356.1% | $4,341+210.3% | $2,755+389.0% |
| Participant deferral / active EE | $14,170 | $4,477+216.5% | $6,031+134.9% | $4,296+229.9% |
| Admin fee / account holder | $35,216 | $8,227+328.0% | $12,690+177.5% | $6,918+409.1% |