Filed September 19, 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 | $759,365 | $183,963+312.8% | $162,163+368.3% | $152,861+396.8% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 11.36% | 150.76%-139.4pp | 115.59%-104.2pp | 345.32%-334.0pp |
| Employer contribution / active EE | $19,278 | $6,371+202.6% | $5,614+243.4% | $4,762+304.8% |
| Participant deferral / active EE | $19,278 | $8,034+140.0% | $7,298+164.2% | $5,850+229.5% |
| Admin fee / account holder | $14,745 | $13,121+12.4% | $10,843+36.0% | $11,596+27.1% |