Filed March 31, 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 | $869,637 | $99,020+778.2% | $86,590+904.3% | $147,584+489.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.18% | 1312.34%-1306.2pp | 964.84%-958.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $26,250 | $3,132+738.1% | $2,839+824.5% | $4,876+438.3% |
| Participant deferral / active EE | $21,000 | $3,972+428.7% | $3,609+481.9% | $5,439+286.1% |
| Admin fee / account holder | $6,426 | $5,710+12.5% | $4,906+31.0% | $10,885-41.0% |