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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $479,596 | $86,929+451.7% | $102,423+368.2% | $80,856+493.1% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 21.81% | 18.88%+2.9pp | 29.32%-7.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $20,364 | $2,369+759.5% | $3,023+573.5% | $2,755+639.2% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,080 | $8,049+174.3% | $9,451+133.6% | $6,918+219.2% |