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 | $58,627+480.7% | $76,735+343.7% | $82,448+312.9% |
| Participation rate | 98.8% | 63.2%+35.6pp | 69.5%+29.3pp | 68.1%+30.7pp |
| Annual return | 11.60% | 39.10%-27.5pp | 29.77%-18.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $13,695 | $1,729+692.0% | $2,454+458.0% | $2,551+436.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,314 | $5,323+150.1% | $7,189+85.2% | $7,234+84.0% |