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 | $277,484 | $214,378+29.4% | $200,582+38.3% | $142,382+94.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 12.60% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $13,715 | $6,841+100.5% | $6,419+113.7% | $4,299+219.0% |
| Participant deferral / active EE | $8,665 | $9,865-12.2% | $9,331-7.1% | $6,507+33.2% |
| Admin fee / account holder | $66,623 | $17,692+276.6% | $16,305+308.6% | $12,624+427.8% |