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 | $251,287 | $48,795+415.0% | $65,493+283.7% | $84,808+196.3% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 23.19% | 20.20%+3.0pp | 982.45%-959.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $6,569 | $1,930+240.4% | $2,574+155.2% | $2,631+149.7% |
| Participant deferral / active EE | $14,600 | $2,928+398.6% | $3,961+268.6% | $4,212+246.7% |
| Admin fee / account holder | $2,889 | $3,877-25.5% | $5,028-42.5% | $7,344-60.7% |