Filed November 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,920 | $91,552+235.2% | $133,956+129.1% | $79,858+284.3% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 7.39% | 61.85%-54.5pp | 45.09%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $13,717 | $2,384+475.5% | $3,919+250.1% | $2,471+455.2% |
| Participant deferral / active EE | $12,322 | $3,733+230.1% | $5,048+144.1% | $3,740+229.5% |
| Admin fee / account holder | $32,877 | $6,321+420.1% | $8,927+268.3% | $5,306+519.6% |