Filed May 13, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,718 | $88,710+612.1% | $81,783+672.4% | $145,959+332.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.69% | 1027.26%-1013.6pp | 775.05%-761.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $20,602 | $3,083+568.2% | $2,913+607.3% | $4,661+342.0% |
| Participant deferral / active EE | $516 | $4,645-88.9% | $4,320-88.1% | $6,689-92.3% |
| Admin fee / account holder | $4,217 | $8,407-49.8% | $7,380-42.9% | $13,398-68.5% |