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 | $699,551 | $148,978+369.6% | $200,582+248.8% | $84,808+724.9% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 16.33% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $30,365 | $4,815+530.6% | $6,419+373.1% | $2,631+1054.1% |
| Participant deferral / active EE | $15,261 | $7,142+113.7% | $9,331+63.5% | $4,212+262.4% |
| Admin fee / account holder | $98,655 | $13,977+605.8% | $16,305+505.1% | $7,344+1243.4% |