Filed September 2, 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 | $360,244 | $57,065+531.3% | $75,670+376.1% | $70,131+413.7% |
| Participation rate | 90.6% | 68.1%+22.5pp | 72.3%+18.3pp | 69.5%+21.1pp |
| Annual return | 10.53% | 23.57%-13.0pp | 27.34%-16.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $11,567 | $1,817+536.7% | $2,352+391.8% | $2,342+393.8% |
| Participant deferral / active EE | $1,482 | $2,580-42.5% | $3,142-52.8% | $3,332-55.5% |
| Admin fee / account holder | $8,527 | $3,825+122.9% | $5,800+47.0% | $4,645+83.6% |