Filed November 9, 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 | $328,845 | $209,832+56.7% | $189,513+73.5% | $167,490+96.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.61% | 748.27%-740.7pp | 555.15%-547.5pp | 478.56%-470.9pp |
| Employer contribution / active EE | $18,911 | $6,914+173.5% | $6,162+206.9% | $4,837+290.9% |
| Participant deferral / active EE | $4,978 | $8,935-44.3% | $8,221-39.5% | $6,341-21.5% |
| Admin fee / account holder | $5,097 | $14,293-64.3% | $12,045-57.7% | $12,309-58.6% |