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 | $314,652 | $126,574+148.6% | $106,213+196.2% | $145,922+115.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.93% | 224.79%-210.9pp | 116.14%-102.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,185 | $3,730+12.2% | $3,171+31.9% | $4,660-10.2% |
| Participant deferral / active EE | $12,456 | $5,724+117.6% | $5,016+148.3% | $6,688+86.3% |
| Admin fee / account holder | $27,475 | $17,304+58.8% | $11,033+149.0% | $13,397+105.1% |