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 | $47,479+429.3% | $62,929+299.3% | $82,448+204.8% |
| Participation rate | 93.8% | 66.9%+26.9pp | 73.1%+20.6pp | 68.1%+25.7pp |
| Annual return | 23.19% | 20.34%+2.8pp | 1063.93%-1040.7pp | 41.64%-18.4pp |
| Employer contribution / active EE | $6,569 | $1,885+248.4% | $2,505+162.3% | $2,551+157.5% |
| Participant deferral / active EE | $14,600 | $2,870+408.6% | $3,888+275.5% | $4,139+252.7% |
| Admin fee / account holder | $2,889 | $3,804-24.0% | $5,065-43.0% | $7,234-60.1% |