Filed April 2, 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 | $255,167 | $80,717+216.1% | $154,803+64.8% | $84,808+200.9% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 15.85% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,731 | $2,761-37.3% | $4,305-59.8% | $2,631-34.2% |
| Participant deferral / active EE | $4,458 | $3,303+35.0% | $5,540-19.5% | $4,212+5.8% |
| Admin fee / account holder | $3,818 | $6,746-43.4% | $14,329-73.4% | $7,344-48.0% |