Filed November 29, 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 | $256,747 | $69,207+271.0% | $64,056+300.8% | $139,434+84.1% |
| Participation rate | 82.4% | 75.6%+6.8pp | 72.3%+10.1pp | 80.3%+2.0pp |
| Annual return | 15.70% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $9,554 | $3,182+200.2% | $2,747+247.8% | $4,751+101.1% |
| Participant deferral / active EE | $9,930 | $4,682+112.1% | $3,880+155.9% | $6,710+48.0% |
| Admin fee / account holder | $44,274 | $4,244+943.2% | $3,068+1343.0% | $11,403+288.3% |