Filed November 9, 2005 (most recent of 3 filings on file)
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 | $304,950 | $65,409+366.2% | $98,442+209.8% | $85,850+255.2% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 18.97% | 21.76%-2.8pp | 1492.73%-1473.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $9,292 | $2,168+328.7% | $2,960+214.0% | $2,565+262.3% |
| Participant deferral / active EE | $12,673 | $3,166+300.2% | $4,276+196.3% | $3,952+220.7% |
| Admin fee / account holder | $13,933 | $4,593+203.4% | $5,949+134.2% | $6,260+122.6% |