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 | $364,671 | $77,145+372.7% | $108,410+236.4% | $85,850+324.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.28% | 44.54%-29.3pp | 905.27%-890.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,474 | $2,379+46.0% | $3,558-2.4% | $2,565+35.5% |
| Participant deferral / active EE | $10,958 | $5,566+96.9% | $6,563+67.0% | $3,952+177.3% |
| Admin fee / account holder | $7,077 | $5,172+36.8% | $7,295-3.0% | $6,260+13.1% |