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 | $642,212 | $138,347+364.2% | $184,203+248.6% | $80,856+694.3% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 11.00% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $31,011 | $4,850+539.3% | $6,427+382.5% | $2,755+1025.7% |
| Participant deferral / active EE | $15,311 | $7,071+116.5% | $9,131+67.7% | $4,296+256.4% |
| Admin fee / account holder | $55,683 | $10,483+431.2% | $13,901+300.6% | $6,918+704.9% |