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.)
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 | $292,530 | $54,762+434.2% | $90,281+224.0% | $72,985+300.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.82% | 30.63%-26.8pp | 78.10%-74.3pp | 81.00%-77.2pp |
| Employer contribution / active EE | $10,200 | $2,092+387.4% | $2,854+257.3% | $2,440+318.1% |
| Participant deferral / active EE | $6,131 | $2,887+112.4% | $3,885+57.8% | $3,607+70.0% |
| Admin fee / account holder | $47,263 | $3,972+1089.9% | $5,351+783.2% | $5,124+822.3% |