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 | $445,396 | $109,413+307.1% | $156,263+185.0% | $84,808+425.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.33% | 20.18%-7.9pp | 59.47%-47.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $16,653 | $2,907+472.9% | $4,333+284.3% | $2,631+533.0% |
| Participant deferral / active EE | $18,000 | $4,590+292.2% | $6,158+192.3% | $4,212+327.4% |
| Admin fee / account holder | $23,224 | $9,357+148.2% | $14,255+62.9% | $7,344+216.2% |