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 | $317,504 | $70,475+350.5% | $100,516+215.9% | $79,858+297.6% |
| Participation rate | 97.6% | 73.7%+24.0pp | 79.4%+18.2pp | 69.6%+28.0pp |
| Annual return | 15.97% | 21.90%-5.9pp | 30.89%-14.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,314 | $2,165+53.1% | $3,418-3.0% | $2,471+34.1% |
| Participant deferral / active EE | $10,592 | $5,181+104.4% | $6,270+68.9% | $3,740+183.2% |
| Admin fee / account holder | $12,809 | $4,478+186.0% | $8,081+58.5% | $5,306+141.4% |