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 | $272,958 | $127,777+113.6% | $106,548+156.2% | $167,490+63.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.46% | 33.87%-20.4pp | 26.80%-13.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,863 | $3,427+12.7% | $2,819+37.0% | $4,837-20.1% |
| Participant deferral / active EE | $12,885 | $5,087+153.3% | $4,398+193.0% | $6,341+103.2% |
| Admin fee / account holder | $10,967 | $11,228-2.3% | $7,407+48.1% | $12,309-10.9% |