Filed July 21, 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 | $414,769 | $157,256+163.8% | $141,162+193.8% | $152,861+171.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.61% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $5,028 | $5,261-4.4% | $4,735+6.2% | $4,762+5.6% |
| Participant deferral / active EE | $10,521 | $7,109+48.0% | $6,709+56.8% | $5,850+79.8% |
| Admin fee / account holder | $6,376 | $12,120-47.4% | $10,261-37.9% | $11,596-45.0% |