Filed March 24, 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 | $476,467 | $85,766+455.5% | $136,294+249.6% | $70,131+579.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.62% | 31.45%-20.8pp | 5155.94%-5145.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $14,251 | $2,966+380.5% | $4,695+203.5% | $2,342+508.4% |
| Participant deferral / active EE | $12,871 | $5,051+154.8% | $6,247+106.0% | $3,332+286.3% |
| Admin fee / account holder | $29,682 | $5,420+447.6% | $9,243+221.1% | $4,645+539.0% |