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 | $1,582,938 | $177,572+791.4% | $154,803+922.5% | $142,382+1011.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 76.76% | 65.07%+11.7pp | 58.88%+17.9pp | 217.08%-140.3pp |
| Employer contribution / active EE | $101,679 | $4,810+2013.7% | $4,305+2261.6% | $4,299+2265.1% |
| Participant deferral / active EE | $74,230 | $6,272+1083.6% | $5,540+1239.8% | $6,507+1040.7% |
| Admin fee / account holder | $3,537 | $16,786-78.9% | $14,329-75.3% | $12,624-72.0% |