Filed November 19, 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 | $283,536 | $102,616+176.3% | $81,983+245.8% | $158,922+78.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.93% | 61.04%-37.1pp | 41.31%-17.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $19,205 | $3,240+492.8% | $2,498+668.8% | $4,761+303.4% |
| Participant deferral / active EE | $7,764 | $4,648+67.0% | $3,722+108.6% | $5,982+29.8% |
| Admin fee / account holder | $32,115 | $8,235+290.0% | $5,664+467.0% | $11,246+185.6% |