Filed March 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 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 | $276,753 | $67,411+310.5% | $91,001+204.1% | $70,131+294.6% |
| Participation rate | 97.2% | 71.4%+25.9pp | 75.6%+21.6pp | 69.5%+27.7pp |
| Annual return | 17.38% | -40.16%+57.5pp | 4.60%+12.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $8,087 | $1,786+352.8% | $2,456+229.3% | $2,342+245.3% |
| Participant deferral / active EE | $8,815 | $2,823+212.3% | $3,547+148.5% | $3,332+164.6% |
| Admin fee / account holder | $15,970 | $4,236+277.0% | $5,417+194.8% | $4,645+243.8% |