Filed November 9, 2005 (most recent of 2 filings on file)
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 | $272,088 | $63,355+329.5% | $91,989+195.8% | $72,985+272.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.53% | 35.35%-12.8pp | 69.02%-46.5pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,366 | $2,116+59.1% | $3,452-2.5% | $2,440+38.0% |
| Participant deferral / active EE | $10,470 | $4,883+114.4% | $5,923+76.8% | $3,607+190.2% |
| Admin fee / account holder | $13,712 | $4,668+193.7% | $7,743+77.1% | $5,124+167.6% |