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 | $272,167 | $102,317+166.0% | $146,958+85.2% | $80,856+236.6% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,126 | $3,713-42.8% | $4,933-56.9% | $2,755-22.8% |
| Participant deferral / active EE | $6,793 | $6,644+2.2% | $8,070-15.8% | $4,296+58.1% |
| Admin fee / account holder | $30,939 | $7,941+289.6% | $12,998+138.0% | $6,918+347.2% |