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 | $670,991 | $93,571+617.1% | $135,903+393.7% | $75,163+792.7% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.9%-1.0pp | 67.2%+13.8pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $19,525 | $3,537+452.1% | $4,856+302.1% | $2,670+631.3% |
| Participant deferral / active EE | $11,629 | $6,404+81.6% | $7,758+49.9% | $4,125+181.9% |
| Admin fee / account holder | $97,900 | $6,975+1303.5% | $10,762+809.7% | $5,651+1632.5% |