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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,830 | $138,044+210.6% | $125,339+242.1% | $134,475+218.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.26% | 750.33%-757.6pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $7,113 | $5,243+35.7% | $4,814+47.8% | $4,740+50.1% |
| Participant deferral / active EE | $2,001 | $7,799-74.3% | $7,446-73.1% | $6,400-68.7% |
| Admin fee / account holder | $156,250 | $11,571+1250.3% | $10,010+1461.0% | $11,426+1267.5% |