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 | $489,659 | $202,318+142.0% | $172,739+183.5% | $152,861+220.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.86% | 1029.65%-995.8pp | 802.84%-769.0pp | 345.32%-311.5pp |
| Employer contribution / active EE | $32,468 | $5,856+454.4% | $5,143+531.3% | $4,762+581.8% |
| Participant deferral / active EE | $18,500 | $5,948+211.0% | $5,198+255.9% | $5,850+216.2% |
| Admin fee / account holder | $1,534 | $17,109-91.0% | $13,954-89.0% | $11,596-86.8% |