Filed December 14, 2005 (most recent of 2 filings on file)
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 | $290,334 | $72,400+301.0% | $67,502+330.1% | $145,922+99.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.94% | 7182.46%-7169.5pp | 3512.12%-3499.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $20,124 | $3,069+555.7% | $2,731+636.9% | $4,660+331.9% |
| Participant deferral / active EE | $9,380 | $4,783+96.1% | $4,000+134.5% | $6,688+40.3% |
| Admin fee / account holder | $1,779 | $5,539-67.9% | $3,998-55.5% | $13,397-86.7% |