Filed March 20, 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 | $629,629 | $135,952+363.1% | $123,892+408.2% | $273,961+129.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $8,253 | $5,170+59.6% | $4,617+78.8% | $4,869+69.5% |
| Participant deferral / active EE | $13,193 | $6,343+108.0% | $5,984+120.5% | $5,287+149.5% |
| Admin fee / account holder | $10,145 | $9,817+3.3% | $8,357+21.4% | $10,132+0.1% |