Filed January 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,926 | $101,724+257.8% | $164,813+120.8% | $80,856+350.1% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 11.92% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,080 | $2,953+38.1% | $4,341-6.0% | $2,755+48.1% |
| Participant deferral / active EE | $9,357 | $4,477+109.0% | $6,031+55.1% | $4,296+117.8% |
| Admin fee / account holder | $7,825 | $8,227-4.9% | $12,690-38.3% | $6,918+13.1% |