Filed April 11, 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 | $266,387 | $92,222+188.9% | $76,768+247.0% | $135,375+96.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.36% | 5.46%-4.1pp | 2.43%-1.1pp | 519.73%-518.4pp |
| Employer contribution / active EE | $10,248 | $3,216+218.7% | $2,485+312.4% | $4,779+114.4% |
| Participant deferral / active EE | $5,909 | $4,509+31.1% | $3,852+53.4% | $5,609+5.4% |
| Admin fee / account holder | $80,340 | $10,748+647.5% | $6,675+1103.6% | $10,827+642.0% |