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 | $738,568 | $104,106+609.4% | $71,086+939.0% | $135,375+445.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 6.59% | 1256.30%-1249.7pp | 650.59%-644.0pp | 519.73%-513.1pp |
| Employer contribution / active EE | $19,297 | $1,485+1199.5% | $1,088+1674.2% | $4,779+303.8% |
| Participant deferral / active EE | $12,290 | $2,527+386.4% | $1,874+555.7% | $5,609+119.1% |
| Admin fee / account holder | $29,915 | $4,142+622.3% | $3,082+870.5% | $10,827+176.3% |