Filed July 1, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,830 | $76,000+243.2% | $154,107+69.3% | $64,186+306.4% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | 4.36% | 30.32%-26.0pp | 735.12%-730.8pp | 7.63%-3.3pp |
| Employer contribution / active EE | $6,570 | $3,351+96.1% | $5,298+24.0% | $2,381+175.9% |
| Participant deferral / active EE | $5,409 | $3,175+70.4% | $5,081+6.5% | $3,470+55.9% |
| Admin fee / account holder | $6,674 | $5,596+19.3% | $13,411-50.2% | $4,888+36.5% |