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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,522 | $76,552+267.8% | $123,892+127.2% | $62,891+347.6% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,749 | $2,883+203.5% | $4,617+89.5% | $2,281+283.6% |
| Participant deferral / active EE | $11,336 | $4,840+134.2% | $5,984+89.4% | $3,203+253.9% |
| Admin fee / account holder | $33,022 | $4,826+584.3% | $8,357+295.2% | $4,296+668.8% |