Filed December 10, 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 | $359,199 | $135,952+164.2% | $123,892+189.9% | $273,961+31.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.59% | 56.63%-41.0pp | 47.52%-31.9pp | 41.45%-25.9pp |
| Employer contribution / active EE | $5,694 | $5,170+10.1% | $4,617+23.3% | $4,869+16.9% |
| Participant deferral / active EE | $3,140 | $6,343-50.5% | $5,984-47.5% | $5,287-40.6% |
| Admin fee / account holder | $709 | $9,817-92.8% | $8,357-91.5% | $10,132-93.0% |