Filed November 29, 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 | $294,440 | $180,749+62.9% | $160,784+83.1% | $137,256+114.5% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 12.83% | 2234.46%-2221.6pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,410 | $4,155-66.1% | $3,733-62.2% | $4,156-66.1% |
| Participant deferral / active EE | $13,621 | $6,844+99.0% | $6,293+116.4% | $6,407+112.6% |
| Admin fee / account holder | $16,194 | $10,397+55.8% | $9,717+66.7% | $12,270+32.0% |