Filed July 29, 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 | $250,482 | $74,888+234.5% | $71,209+251.8% | $142,382+75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.01% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $17,790 | $2,854+523.3% | $2,721+553.8% | $4,299+313.8% |
| Participant deferral / active EE | $17,790 | $4,454+299.4% | $4,175+326.1% | $6,507+173.4% |
| Admin fee / account holder | $6,425 | $5,568+15.4% | $5,349+20.1% | $12,624-49.1% |