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 | $524,236 | $148,534+252.9% | $135,903+285.7% | $139,434+276.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.63% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,998 | $5,243-61.9% | $4,856-58.9% | $4,751-57.9% |
| Participant deferral / active EE | $1,976 | $8,100-75.6% | $7,758-74.5% | $6,710-70.6% |
| Admin fee / account holder | $154,352 | $12,400+1144.8% | $10,762+1334.2% | $11,403+1253.7% |