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 | $352,784 | $77,503+355.2% | $100,391+251.4% | $80,856+336.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.04% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,742 | $2,801+33.6% | $3,942-5.1% | $2,755+35.8% |
| Participant deferral / active EE | $11,721 | $6,820+71.9% | $8,082+45.0% | $4,296+172.8% |
| Admin fee / account holder | $24,229 | $5,897+310.9% | $7,899+206.7% | $6,918+250.2% |