Filed July 26, 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 | $438,686 | $72,071+508.7% | $68,368+541.7% | $137,256+219.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 3.68% | 353.14%-349.5pp | 292.57%-288.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $5,244 | $2,788+88.1% | $2,649+98.0% | $4,156+26.2% |
| Participant deferral / active EE | $12,907 | $4,410+192.7% | $4,123+213.1% | $6,407+101.5% |
| Admin fee / account holder | $5,172 | $5,336-3.1% | $5,150+0.4% | $12,270-57.8% |