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 | $283,264 | $59,107+379.2% | $86,436+227.7% | $68,494+313.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.16% | -0.23%-15.9pp | 4394.89%-4411.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,616 | $2,519+43.6% | $3,769-4.0% | $2,596+39.3% |
| Participant deferral / active EE | $11,545 | $5,901+95.6% | $6,952+66.1% | $4,027+186.7% |
| Admin fee / account holder | $37,181 | $5,637+559.6% | $6,731+452.4% | $5,403+588.2% |