Filed July 20, 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 | $420,412 | $157,256+167.3% | $141,162+197.8% | $152,861+175.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.41% | 64.32%-51.9pp | 71.39%-59.0pp | 345.32%-332.9pp |
| Employer contribution / active EE | $10,019 | $5,261+90.5% | $4,735+111.6% | $4,762+110.4% |
| Participant deferral / active EE | $3,790 | $7,109-46.7% | $6,709-43.5% | $5,850-35.2% |
| Admin fee / account holder | $2,170 | $12,120-82.1% | $10,261-78.9% | $11,596-81.3% |