Filed January 19, 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 | $282,404 | $99,985+182.4% | $146,665+92.6% | $85,850+229.0% |
| Participation rate | 88.6% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.3pp |
| Annual return | 16.87% | 18.93%-2.1pp | 22.74%-5.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,236 | $2,559+26.5% | $4,136-21.8% | $2,565+26.1% |
| Participant deferral / active EE | $8,579 | $4,006+114.2% | $5,506+55.8% | $3,952+117.1% |
| Admin fee / account holder | $9,856 | $7,702+28.0% | $10,280-4.1% | $6,260+57.4% |