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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $558,199 | $165,335+237.6% | $149,696+272.9% | $158,922+251.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.66% | 348.15%-346.5pp | 276.60%-274.9pp | 302.83%-301.2pp |
| Employer contribution / active EE | $9,975 | $5,103+95.5% | $4,644+114.8% | $4,761+109.5% |
| Participant deferral / active EE | $2,116 | $7,181-70.5% | $6,842-69.1% | $5,982-64.6% |
| Admin fee / account holder | $62,859 | $10,807+481.7% | $9,309+575.3% | $11,246+459.0% |