Filed November 9, 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 | $605,424 | $90,320+570.3% | $59,496+917.6% | $125,391+382.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 3.86% | 369.13%-365.3pp | 182.05%-178.2pp | 282.22%-278.4pp |
| Employer contribution / active EE | $13,662 | $1,792+662.6% | $1,153+1085.0% | $4,866+180.8% |
| Participant deferral / active EE | $10,749 | $2,716+295.8% | $1,829+487.6% | $5,352+100.9% |
| Admin fee / account holder | $18,890 | $3,063+516.8% | $2,232+746.2% | $9,540+98.0% |