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 | $1,408,911 | $167,307+742.1% | $143,757+880.1% | $134,475+947.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.40% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $17,097 | $5,619+204.3% | $4,951+245.3% | $4,740+260.7% |
| Participant deferral / active EE | $42,438 | $6,446+558.4% | $5,637+652.8% | $6,400+563.1% |
| Admin fee / account holder | $114,280 | $18,088+531.8% | $14,673+678.9% | $11,426+900.2% |