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 | $1,075,029 | $102,966+944.1% | $90,281+1090.8% | $152,861+603.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.18% | 95.16%-86.0pp | 78.10%-68.9pp | 345.32%-336.1pp |
| Employer contribution / active EE | $27,188 | $3,139+766.2% | $2,854+852.5% | $4,762+470.9% |
| Participant deferral / active EE | $21,750 | $4,281+408.0% | $3,885+459.8% | $5,850+271.8% |
| Admin fee / account holder | $1,818 | $6,171-70.5% | $5,351-66.0% | $11,596-84.3% |