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 | $266,560 | $57,281+365.4% | $86,612+207.8% | $75,163+254.6% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+30.0pp |
| Annual return | 18.79% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $10,368 | $2,314+348.0% | $3,022+243.0% | $2,670+288.3% |
| Participant deferral / active EE | $13,369 | $3,318+302.9% | $4,438+201.3% | $4,125+224.1% |
| Admin fee / account holder | $20,168 | $4,112+390.5% | $5,614+259.2% | $5,651+256.9% |