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 | $304,788 | $209,832+45.3% | $189,513+60.8% | $167,490+82.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,504 | $6,914-5.9% | $6,162+5.6% | $4,837+34.4% |
| Participant deferral / active EE | $7,389 | $8,935-17.3% | $8,221-10.1% | $6,341+16.5% |
| Admin fee / account holder | $33,172 | $14,293+132.1% | $12,045+175.4% | $12,309+169.5% |