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 | $368,293 | $70,756+420.5% | $65,493+462.3% | $142,382+158.7% |
| Participation rate | 81.3% | 77.4%+3.9pp | 73.1%+8.2pp | 80.1%+1.1pp |
| Annual return | 15.54% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $12,193 | $2,881+323.3% | $2,574+373.7% | $4,299+183.6% |
| Participant deferral / active EE | $11,129 | $4,637+140.0% | $3,961+181.0% | $6,507+71.0% |
| Admin fee / account holder | $491 | $6,559-92.5% | $5,028-90.2% | $12,624-96.1% |