Filed November 19, 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 | $355,558 | $65,409+443.6% | $98,442+261.2% | $85,850+314.2% |
| Participation rate | 93.5% | 65.0%+28.6pp | 73.3%+20.2pp | 69.3%+24.2pp |
| Annual return | 27.71% | 21.76%+6.0pp | 1492.73%-1465.0pp | 318.53%-290.8pp |
| Employer contribution / active EE | $10,023 | $2,168+362.4% | $2,960+238.6% | $2,565+290.7% |
| Participant deferral / active EE | $7,057 | $3,166+122.9% | $4,276+65.0% | $3,952+78.6% |
| Admin fee / account holder | $6,721 | $4,593+46.3% | $5,949+13.0% | $6,260+7.4% |