Filed December 1, 2005 (most recent of 2 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 | $286,491 | $185,822+54.2% | $169,993+68.5% | $139,434+105.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.19% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $17,672 | $7,590+132.8% | $6,785+160.4% | $4,751+272.0% |
| Participant deferral / active EE | $9,654 | $11,622-16.9% | $10,408-7.2% | $6,710+43.9% |
| Admin fee / account holder | $24,553 | $15,381+59.6% | $12,815+91.6% | $11,403+115.3% |