Filed March 15, 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 | $559,879 | $214,378+161.2% | $200,582+179.1% | $142,382+293.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.71% | 46.41%-38.7pp | 42.33%-34.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $8,827 | $6,841+29.0% | $6,419+37.5% | $4,299+105.3% |
| Participant deferral / active EE | $7,349 | $9,865-25.5% | $9,331-21.2% | $6,507+12.9% |
| Admin fee / account holder | $14,886 | $17,692-15.9% | $16,305-8.7% | $12,624+17.9% |