Filed March 12, 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 | $379,012 | $150,440+151.9% | $136,294+178.1% | $147,584+156.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.61% | 1049.08%-1042.5pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $10,214 | $5,256+94.3% | $4,695+117.5% | $4,876+109.5% |
| Participant deferral / active EE | $4,990 | $6,630-24.7% | $6,247-20.1% | $5,439-8.3% |
| Admin fee / account holder | $33,413 | $10,905+206.4% | $9,243+261.5% | $10,885+207.0% |