Filed March 31, 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 | $940,556 | $102,317+819.3% | $146,958+540.0% | $80,856+1063.2% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 11.51% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $19,708 | $3,713+430.8% | $4,933+299.5% | $2,755+615.4% |
| Participant deferral / active EE | $9,848 | $6,644+48.2% | $8,070+22.0% | $4,296+129.2% |
| Admin fee / account holder | $24,745 | $7,941+211.6% | $12,998+90.4% | $6,918+257.7% |