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 | $267,208 | $214,378+24.6% | $200,582+33.2% | $142,382+87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.02% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $12,971 | $6,841+89.6% | $6,419+102.1% | $4,299+201.7% |
| Participant deferral / active EE | $17,614 | $9,865+78.6% | $9,331+88.8% | $6,507+170.7% |
| Admin fee / account holder | $60,825 | $17,692+243.8% | $16,305+273.1% | $12,624+381.8% |