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 | $255,914 | $101,724+151.6% | $164,813+55.3% | $80,856+216.5% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.6%+13.9pp |
| Annual return | 15.94% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,447 | $2,953+16.7% | $4,341-20.6% | $2,755+25.1% |
| Participant deferral / active EE | $9,157 | $4,477+104.5% | $6,031+51.8% | $4,296+113.2% |
| Admin fee / account holder | $22,508 | $8,227+173.6% | $12,690+77.4% | $6,918+225.4% |