Filed March 20, 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 | $485,345 | $176,056+175.7% | $159,436+204.4% | $167,490+189.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.20% | 331.75%-322.5pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,161 | $5,297-40.3% | $4,829-34.5% | $4,837-34.6% |
| Participant deferral / active EE | $20,847 | $7,750+169.0% | $7,352+183.6% | $6,341+228.8% |
| Admin fee / account holder | $847,894 | $12,554+6654.0% | $10,799+7752.0% | $12,309+6788.4% |