Filed July 7, 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 | $262,375 | $58,208+350.8% | $81,812+220.7% | $80,856+224.5% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,192 | $2,340+164.6% | $2,912+112.6% | $2,755+124.8% |
| Participant deferral / active EE | $7,061 | $3,281+115.2% | $4,319+63.5% | $4,296+64.4% |
| Admin fee / account holder | $44,484 | $4,981+793.0% | $7,386+502.3% | $6,918+543.0% |