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.
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 | $317,629 | $98,750+221.7% | $149,696+112.2% | $79,858+297.7% |
| Participation rate | 82.3% | 75.8%+6.5pp | 82.5%-0.2pp | 69.6%+12.6pp |
| Annual return | 10.96% | 27.43%-16.5pp | 276.60%-265.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,653 | $3,216-48.6% | $4,644-64.4% | $2,471-33.1% |
| Participant deferral / active EE | $6,077 | $5,680+7.0% | $6,842-11.2% | $3,740+62.5% |
| Admin fee / account holder | $41,098 | $6,053+579.0% | $9,309+341.5% | $5,306+674.5% |