Filed November 29, 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 | $305,719 | $72,400+322.3% | $67,502+352.9% | $145,922+109.5% |
| Participation rate | 88.2% | 76.9%+11.4pp | 72.9%+15.4pp | 80.3%+8.0pp |
| Annual return | 13.55% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $10,990 | $3,069+258.1% | $2,731+302.4% | $4,660+135.9% |
| Participant deferral / active EE | $10,360 | $4,783+116.6% | $4,000+159.0% | $6,688+54.9% |
| Admin fee / account holder | $944 | $5,539-83.0% | $3,998-76.4% | $13,397-93.0% |