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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $278,132 | $72,071+285.9% | $68,368+306.8% | $137,256+102.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $12,755 | $2,788+357.5% | $2,649+381.5% | $4,156+206.9% |
| Participant deferral / active EE | $9,748 | $4,410+121.0% | $4,123+136.4% | $6,407+52.1% |
| Admin fee / account holder | $4,260 | $5,336-20.1% | $5,150-17.3% | $12,270-65.3% |