Filed April 11, 2006
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 | $327,000 | $76,552+327.2% | $123,892+163.9% | $62,891+419.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.15% | 18.68%-14.5pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $6,240 | $2,883+116.5% | $4,617+35.2% | $2,281+173.6% |
| Participant deferral / active EE | $9,378 | $4,840+93.8% | $5,984+56.7% | $3,203+192.8% |
| Admin fee / account holder | $56,360 | $4,826+1067.9% | $8,357+574.4% | $4,296+1212.1% |