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 | $1,170,352 | $100,852+1060.5% | $90,404+1194.6% | $158,922+636.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.27% | 1724.20%-1718.9pp | 1293.02%-1287.7pp | 302.83%-297.6pp |
| Employer contribution / active EE | $28,125 | $3,689+662.5% | $3,262+762.2% | $4,761+490.7% |
| Participant deferral / active EE | $22,500 | $4,348+417.5% | $3,963+467.7% | $5,982+276.1% |
| Admin fee / account holder | $1,846 | $6,501-71.6% | $5,611-67.1% | $11,246-83.6% |