Filed June 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,467 | $91,552+194.3% | $133,956+101.2% | $79,858+237.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.08% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $555 | $2,384-76.7% | $3,919-85.8% | $2,471-77.5% |
| Participant deferral / active EE | $9,992 | $3,733+167.6% | $5,048+98.0% | $3,740+167.2% |
| Admin fee / account holder | $5,139 | $6,321-18.7% | $8,927-42.4% | $5,306-3.2% |