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 | $854,777 | $108,642+686.8% | $74,701+1044.3% | $152,861+459.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.73% | 114.06%-98.3pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $19,929 | $1,503+1226.0% | $1,084+1739.1% | $4,762+318.5% |
| Participant deferral / active EE | $12,590 | $2,712+364.2% | $1,964+541.2% | $5,850+115.2% |
| Admin fee / account holder | $32,489 | $4,902+562.7% | $3,333+874.8% | $11,596+180.2% |