Filed November 9, 2005
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 | $253,049 | $77,813+225.2% | $123,544+104.8% | $64,186+294.2% |
| Participation rate | 85.9% | 74.7%+11.2pp | 82.3%+3.6pp | 69.6%+16.3pp |
| Annual return | -4.35% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,298 | $3,014+75.8% | $4,628+14.5% | $2,381+122.5% |
| Participant deferral / active EE | $5,618 | $5,240+7.2% | $6,426-12.6% | $3,470+61.9% |
| Admin fee / account holder | $19,956 | $5,519+261.6% | $9,284+115.0% | $4,888+308.3% |