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 | $351,222 | $210,648+66.7% | $177,989+97.3% | $145,922+140.7% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 11.43% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,935 | $4,565+8.1% | $3,949+25.0% | $4,660+5.9% |
| Participant deferral / active EE | $12,908 | $6,958+85.5% | $6,276+105.7% | $6,688+93.0% |
| Admin fee / account holder | $1,479 | $12,013-87.7% | $10,363-85.7% | $13,397-89.0% |