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 | $283,909 | $112,096+153.3% | $95,952+195.9% | $158,922+78.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.30% | 171.09%-166.8pp | 91.61%-87.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $10,019 | $3,198+213.3% | $2,541+294.3% | $4,761+110.4% |
| Participant deferral / active EE | $5,944 | $4,784+24.2% | $4,167+42.6% | $5,982-0.6% |
| Admin fee / account holder | $797 | $10,130-92.1% | $6,795-88.3% | $11,246-92.9% |