Filed February 28, 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.
See 1 actuary disclosure. $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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $794,560 | $172,651+360.2% | $305,030+160.5% | $198,586+300.1% |
| Participation rate | 100.0% | 42.9%+57.1pp | 44.7%+55.3pp | 13.5%+86.5pp |
| Annual return | 10.35% | 9.18%+1.2pp | 380.66%-370.3pp | 9.29%+1.1pp |
| Employer contribution / active EE | $57,046 | $20,046+184.6% | $45,083+26.5% | $15,168+276.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $36,465 | $7,413+391.9% | $12,800+184.9% | $2,037+1689.7% |