Filed November 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $390,853 | $93,571+317.7% | $135,903+187.6% | $75,163+420.0% |
| Participation rate | 83.7% | 75.2%+8.5pp | 81.9%+1.8pp | 67.2%+16.5pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $625 | $3,537-82.3% | $4,856-87.1% | $2,670-76.6% |
| Participant deferral / active EE | $12,618 | $6,404+97.0% | $7,758+62.6% | $4,125+205.9% |
| Admin fee / account holder | $29,303 | $6,975+320.1% | $10,762+172.3% | $5,651+418.6% |