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 | $255,449 | $123,793+106.4% | $177,821+43.7% | $79,858+219.9% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 12.80% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,784 | $4,095-32.0% | $5,918-53.0% | $2,471+12.7% |
| Participant deferral / active EE | $8,105 | $5,956+36.1% | $7,714+5.1% | $3,740+116.7% |
| Admin fee / account holder | $26,772 | $7,243+269.7% | $12,427+115.4% | $5,306+404.5% |