Filed September 26, 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 9-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 | $392,626 | $163,101+140.7% | $136,749+187.1% | $142,382+175.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.05% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $22,586 | $4,117+448.7% | $3,400+564.4% | $4,299+425.4% |
| Participant deferral / active EE | $14,493 | $5,585+159.5% | $4,692+208.9% | $6,507+122.7% |
| Admin fee / account holder | $8,061 | $14,318-43.7% | $11,386-29.2% | $12,624-36.1% |