Filed January 14, 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 | $386,410 | $138,347+179.3% | $184,203+109.8% | $80,856+377.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 7.93% | 20.02%-12.1pp | 28.81%-20.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $19,967 | $4,850+311.7% | $6,427+210.7% | $2,755+624.8% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $11,428 | $10,483+9.0% | $13,901-17.8% | $6,918+65.2% |