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 | $294,814 | $163,687+80.1% | $108,745+171.1% | $273,961+7.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 0.20% | 31.16%-31.0pp | 46.22%-46.0pp | 41.45%-41.3pp |
| Employer contribution / active EE | $20,250 | $4,711+329.8% | $3,323+509.4% | $4,869+315.9% |
| Participant deferral / active EE | $21,660 | $7,155+202.7% | $5,121+322.9% | $5,287+309.7% |
| Admin fee / account holder | $33,823 | $12,890+162.4% | $6,144+450.5% | $10,132+233.8% |