Filed June 22, 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 | $260,275 | $95,803+171.7% | $113,168+130.0% | $84,808+206.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.19% | 25.00%-20.8pp | 24.27%-20.1pp | 40.90%-36.7pp |
| Employer contribution / active EE | $4,800 | $2,360+103.4% | $2,975+61.3% | $2,631+82.4% |
| Participant deferral / active EE | $11,835 | $4,242+179.0% | $5,107+131.7% | $4,212+181.0% |
| Admin fee / account holder | $4,029 | $8,989-55.2% | $12,068-66.6% | $7,344-45.1% |