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.
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.)
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 | $298,018 | $54,726+444.6% | $68,793+333.2% | $64,186+364.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -9.99% | -1.62%-8.4pp | -4.63%-5.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,615 | $1,846+95.8% | $2,625+37.7% | $2,381+51.8% |
| Participant deferral / active EE | $348 | $2,626-86.7% | $3,311-89.5% | $3,470-90.0% |
| Admin fee / account holder | $4,263 | $4,027+5.9% | $5,131-16.9% | $4,888-12.8% |