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 | $332,303 | $127,065+161.5% | $113,168+193.6% | $142,382+133.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.92% | 24.03%-19.1pp | 24.27%-19.3pp | 217.08%-212.2pp |
| Employer contribution / active EE | $13,620 | $3,442+295.7% | $2,975+357.8% | $4,299+216.8% |
| Participant deferral / active EE | $7,844 | $5,716+37.2% | $5,107+53.6% | $6,507+20.5% |
| Admin fee / account holder | $9,769 | $15,736-37.9% | $12,068-19.0% | $12,624-22.6% |