Filed September 7, 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 | $253,298 | $65,409+287.3% | $98,442+157.3% | $85,850+195.0% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.1pp | 69.3%+17.2pp |
| Annual return | 10.66% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,586 | $2,168+19.3% | $2,960-12.6% | $2,565+0.8% |
| Participant deferral / active EE | $8,901 | $3,166+181.1% | $4,276+108.2% | $3,952+125.2% |
| Admin fee / account holder | $11,749 | $4,593+155.8% | $5,949+97.5% | $6,260+87.7% |