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 | $342,610 | $105,181+225.7% | $159,436+114.9% | $85,850+299.1% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 13.41% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,649 | $3,318-50.3% | $4,829-65.8% | $2,565-35.7% |
| Participant deferral / active EE | $5,760 | $5,945-3.1% | $7,352-21.7% | $3,952+45.8% |
| Admin fee / account holder | $28,923 | $6,933+317.2% | $10,799+167.8% | $6,260+362.0% |