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 | $582,106 | $157,256+270.2% | $141,162+312.4% | $152,861+280.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.56% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,976 | $5,261-62.4% | $4,735-58.3% | $4,762-58.5% |
| Participant deferral / active EE | $14,880 | $7,109+109.3% | $6,709+121.8% | $5,850+154.3% |
| Admin fee / account holder | $11,842 | $12,120-2.3% | $10,261+15.4% | $11,596+2.1% |