Filed October 27, 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 | $274,029 | $58,208+370.8% | $81,812+235.0% | $80,856+238.9% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 1.34% | 41.66%-40.3pp | 773.79%-772.5pp | 35.59%-34.3pp |
| Employer contribution / active EE | $1,342 | $2,340-42.7% | $2,912-53.9% | $2,755-51.3% |
| Participant deferral / active EE | $1,543 | $3,281-53.0% | $4,319-64.3% | $4,296-64.1% |
| Admin fee / account holder | $8,202 | $4,981+64.7% | $7,386+11.0% | $6,918+18.6% |