Filed January 6, 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 | $860,975 | $183,963+368.0% | $162,163+430.9% | $152,861+463.2% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 6.57% | 150.76%-144.2pp | 115.59%-109.0pp | 345.32%-338.7pp |
| Employer contribution / active EE | $11,804 | $6,371+85.3% | $5,614+110.3% | $4,762+147.9% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,645 | $13,121-11.3% | $10,843+7.4% | $11,596+0.4% |