Filed September 20, 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 | $254,281 | $85,202+198.4% | $172,739+47.2% | $72,985+248.4% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 12.44% | 27.32%-14.9pp | 802.84%-790.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $11,079 | $3,324+233.3% | $5,143+115.4% | $2,440+354.1% |
| Participant deferral / active EE | $6,476 | $3,260+98.7% | $5,198+24.6% | $3,607+79.5% |
| Admin fee / account holder | $32,385 | $5,884+450.4% | $13,954+132.1% | $5,124+532.0% |