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 | $829,667 | $185,822+346.5% | $169,993+388.1% | $139,434+495.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.69% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $26,842 | $7,590+253.6% | $6,785+295.6% | $4,751+465.0% |
| Participant deferral / active EE | $26,842 | $11,622+131.0% | $10,408+157.9% | $6,710+300.0% |
| Admin fee / account holder | $43,123 | $15,381+180.4% | $12,815+236.5% | $11,403+278.2% |