Filed August 8, 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 | $279,544 | $78,422+256.5% | $95,952+191.3% | $79,858+250.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.31% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $5,244 | $1,945+169.6% | $2,541+106.4% | $2,471+112.2% |
| Participant deferral / active EE | $9,558 | $3,440+177.8% | $4,167+129.4% | $3,740+155.5% |
| Admin fee / account holder | $15,080 | $5,622+168.2% | $6,795+121.9% | $5,306+184.2% |