Filed May 10, 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 | $347,842 | $172,111+102.1% | $150,298+131.4% | $137,256+153.4% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 10.67% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,757 | $4,636+2.6% | $4,154+14.5% | $4,156+14.5% |
| Participant deferral / active EE | $9,311 | $6,166+51.0% | $5,453+70.8% | $6,407+45.3% |
| Admin fee / account holder | $8,317 | $16,471-49.5% | $14,116-41.1% | $12,270-32.2% |