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 | $791,554 | $242,135+226.9% | $319,010+148.1% | $107,032+639.6% |
| Participation rate | 100.0% | 22.4%+77.6pp | 47.0%+53.0pp | 9.9%+90.1pp |
| Annual return | -13.37% | -11.21%-2.2pp | 10.22%-23.6pp | -5.25%-8.1pp |
| Employer contribution / active EE | $58,776 | $17,775+230.7% | $51,215+14.8% | $15,166+287.6% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $78,025 | $21,137+269.1% | $10,810+621.8% | $3,859+1921.8% |