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 | $422,532 | $80,673+423.8% | $101,326+317.0% | $84,808+398.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 16.04% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,853 | $2,698+42.8% | $3,665+5.1% | $2,631+46.4% |
| Participant deferral / active EE | $12,554 | $6,840+83.5% | $7,994+57.0% | $4,212+198.1% |
| Admin fee / account holder | $3,278 | $12,784-74.4% | $11,185-70.7% | $7,344-55.4% |