Filed January 6, 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 | $366,232 | $89,355+309.9% | $141,162+159.4% | $72,985+401.8% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 17.45% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,594 | $3,114-48.8% | $4,735-66.3% | $2,440-34.7% |
| Participant deferral / active EE | $11,173 | $5,418+106.2% | $6,709+66.5% | $3,607+209.7% |
| Admin fee / account holder | $89,777 | $5,958+1406.8% | $10,261+774.9% | $5,124+1652.0% |