Filed April 26, 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 | $343,049 | $77,419+343.1% | $69,455+393.9% | $152,861+124.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.39% | 39.06%-36.7pp | 28.97%-26.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,933 | $3,315-11.5% | $2,779+5.5% | $4,762-38.4% |
| Participant deferral / active EE | $3,510 | $4,414-20.5% | $3,535-0.7% | $5,850-40.0% |
| Admin fee / account holder | $109,387 | $6,207+1662.4% | $3,839+2749.1% | $11,596+843.3% |