Filed August 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 | $265,029 | $80,968+227.3% | $96,544+174.5% | $75,163+252.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.91% | 27.06%-14.2pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $5,477 | $2,282+140.0% | $2,965+84.7% | $2,670+105.1% |
| Participant deferral / active EE | $9,196 | $3,928+134.1% | $4,851+89.6% | $4,125+122.9% |
| Admin fee / account holder | $13,186 | $6,724+96.1% | $8,252+59.8% | $5,651+133.3% |