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 | $347,813 | $82,664+320.8% | $125,339+177.5% | $68,494+407.8% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $728 | $3,381-78.5% | $4,814-84.9% | $2,596-72.0% |
| Participant deferral / active EE | $11,942 | $6,110+95.4% | $7,446+60.4% | $4,027+196.5% |
| Admin fee / account holder | $8,305 | $6,275+32.3% | $10,010-17.0% | $5,403+53.7% |