Filed March 8, 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 9-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 | $1,098,250 | $181,894+503.8% | $156,549+601.5% | $273,961+300.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.58% | 30.74%-31.3pp | 32.23%-32.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $32,941 | $6,248+427.2% | $5,501+498.8% | $4,869+576.6% |
| Participant deferral / active EE | $16,235 | $5,550+192.5% | $4,871+233.3% | $5,287+207.1% |
| Admin fee / account holder | $11,881 | $15,559-23.6% | $13,027-8.8% | $10,132+17.3% |