Filed August 8, 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 7-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,408 | $73,933+284.7% | $96,683+194.2% | $75,163+278.4% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 26.14% | 26.70%-0.6pp | 35.69%-9.6pp | 160.62%-134.5pp |
| Employer contribution / active EE | $9,184 | $2,928+213.7% | $3,737+145.8% | $2,670+244.0% |
| Participant deferral / active EE | $6,676 | $3,659+82.5% | $4,878+36.9% | $4,125+61.8% |
| Admin fee / account holder | $3,656 | $5,216-29.9% | $6,730-45.7% | $5,651-35.3% |