Filed February 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $340,459 | $60,892+459.1% | $82,389+313.2% | $84,808+301.4% |
| Participation rate | 98.8% | 63.3%+35.5pp | 69.5%+29.2pp | 68.3%+30.5pp |
| Annual return | 11.60% | 37.29%-25.7pp | 28.67%-17.1pp | 40.90%-29.3pp |
| Employer contribution / active EE | $13,695 | $1,779+669.7% | $2,517+444.1% | $2,631+420.5% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,314 | $5,467+143.5% | $7,231+84.1% | $7,344+81.3% |