Filed January 6, 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 | $543,869 | $159,602+240.8% | $150,045+262.5% | $142,382+282.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.14% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,942 | $4,961-0.4% | $4,693+5.3% | $4,299+14.9% |
| Participant deferral / active EE | $9,465 | $8,310+13.9% | $7,997+18.3% | $6,507+45.4% |
| Admin fee / account holder | $146,983 | $14,846+890.0% | $13,435+994.1% | $12,624+1064.3% |