Filed July 12, 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 | $369,205 | $173,340+113.0% | $136,007+171.5% | $145,959+153.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -2.87% | 1163.32%-1166.2pp | 579.32%-582.2pp | 561.95%-564.8pp |
| Employer contribution / active EE | $30,583 | $5,275+479.8% | $4,215+625.6% | $4,661+556.2% |
| Participant deferral / active EE | $30,583 | $8,699+251.6% | $7,024+335.4% | $6,689+357.3% |
| Admin fee / account holder | $71,234 | $9,954+615.6% | $6,858+938.7% | $13,398+431.7% |