Filed October 5, 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 | $324,227 | $183,592+76.6% | $155,567+108.4% | $145,959+122.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.65% | 61.24%-58.6pp | 64.74%-62.1pp | 561.95%-559.3pp |
| Employer contribution / active EE | $31,814 | $5,315+498.6% | $4,674+580.6% | $4,661+582.6% |
| Participant deferral / active EE | $15,300 | $6,464+136.7% | $5,628+171.9% | $6,689+128.8% |
| Admin fee / account holder | $595,652 | $19,318+2983.4% | $15,916+3642.4% | $13,398+4345.9% |