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 | $267,387 | $77,813+243.6% | $123,544+116.4% | $64,186+316.6% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -5.46% | 12.48%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $816 | $3,014-72.9% | $4,628-82.4% | $2,381-65.7% |
| Participant deferral / active EE | $13,806 | $5,240+163.5% | $6,426+114.9% | $3,470+297.9% |
| Admin fee / account holder | $22,362 | $5,519+305.2% | $9,284+140.9% | $4,888+357.5% |