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 | $1,063,973 | $81,625+1203.5% | $58,482+1719.3% | $139,434+663.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.89% | 7404.20%-7392.3pp | 4239.32%-4227.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $24,027 | $1,398+1618.3% | $1,053+2181.1% | $4,751+405.7% |
| Participant deferral / active EE | $15,200 | $2,557+494.5% | $1,924+690.1% | $6,710+126.5% |
| Admin fee / account holder | $46,075 | $3,265+1311.1% | $2,516+1731.3% | $11,403+304.1% |