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 | $320,138 | $68,346+368.4% | $94,646+238.2% | $75,163+325.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.62% | 616.93%-599.3pp | 156.71%-139.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,635 | $2,701+34.6% | $3,672-1.0% | $2,670+36.2% |
| Participant deferral / active EE | $11,611 | $6,537+77.6% | $7,418+56.5% | $4,125+181.5% |
| Admin fee / account holder | $5,290 | $5,326-0.7% | $7,231-26.8% | $5,651-6.4% |