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 | $261,496 | $197,591+32.3% | $177,821+47.1% | $158,922+64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.46% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $6,849 | $6,697+2.3% | $5,918+15.7% | $4,761+43.9% |
| Participant deferral / active EE | $7,258 | $8,405-13.6% | $7,714-5.9% | $5,982+21.3% |
| Admin fee / account holder | $33,815 | $15,399+119.6% | $12,427+172.1% | $11,246+200.7% |