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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,451 | $201,272+57.2% | $184,203+71.8% | $145,922+116.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.47% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $15,920 | $7,022+126.7% | $6,427+147.7% | $4,660+241.7% |
| Participant deferral / active EE | $9,406 | $9,806-4.1% | $9,131+3.0% | $6,688+40.6% |
| Admin fee / account holder | $37,333 | $16,364+128.1% | $13,901+168.6% | $13,397+178.7% |