Filed December 14, 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 | $484,321 | $214,378+125.9% | $200,582+141.5% | $142,382+240.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.44% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $18,413 | $6,841+169.1% | $6,419+186.9% | $4,299+328.3% |
| Participant deferral / active EE | $13,421 | $9,865+36.1% | $9,331+43.8% | $6,507+106.3% |
| Admin fee / account holder | $19,804 | $17,692+11.9% | $16,305+21.5% | $12,624+56.9% |