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 | $383,141 | $98,750+288.0% | $149,696+155.9% | $79,858+379.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 10.21% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $14,187 | $3,216+341.1% | $4,644+205.5% | $2,471+474.2% |
| Participant deferral / active EE | $10,487 | $5,680+84.6% | $6,842+53.3% | $3,740+180.4% |
| Admin fee / account holder | $19,037 | $6,053+214.5% | $9,309+104.5% | $5,306+258.8% |