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 | $265,568 | $82,664+221.3% | $125,339+111.9% | $68,494+287.7% |
| Participation rate | 85.0% | 75.0%+10.0pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,916 | $3,381-43.3% | $4,814-60.2% | $2,596-26.2% |
| Participant deferral / active EE | $6,181 | $6,110+1.2% | $7,446-17.0% | $4,027+53.5% |
| Admin fee / account holder | $27,580 | $6,275+339.5% | $10,010+175.5% | $5,403+410.5% |