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 | $956,846 | $84,402+1033.7% | $61,373+1459.1% | $134,475+611.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.13% | 584.55%-595.7pp | 338.61%-349.7pp | 417.96%-429.1pp |
| Employer contribution / active EE | $21,205 | $1,544+1273.0% | $1,159+1729.0% | $4,740+347.4% |
| Participant deferral / active EE | $13,600 | $2,819+382.5% | $2,125+540.0% | $6,400+112.5% |
| Admin fee / account holder | $51,369 | $2,585+1887.1% | $2,130+2312.1% | $11,426+349.6% |