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 10-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 | $351,222 | $210,698+66.7% | $178,014+97.3% | $145,959+140.6% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.1pp | 80.3%+8.0pp |
| Annual return | 11.43% | 386.27%-374.8pp | 294.80%-283.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $4,935 | $4,567+8.1% | $3,950+24.9% | $4,661+5.9% |
| Participant deferral / active EE | $12,908 | $6,958+85.5% | $6,276+105.7% | $6,689+93.0% |
| Admin fee / account holder | $1,479 | $12,016-87.7% | $10,362-85.7% | $13,398-89.0% |