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 | $292,700 | $117,841+148.4% | $102,423+185.8% | $145,922+100.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.66% | 31.65%-28.0pp | 29.32%-25.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $11,937 | $3,615+230.2% | $3,023+294.8% | $4,660+156.2% |
| Participant deferral / active EE | $7,644 | $5,731+33.4% | $5,053+51.3% | $6,688+14.3% |
| Admin fee / account holder | $108,139 | $13,326+711.5% | $9,451+1044.2% | $13,397+707.2% |