Filed July 12, 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 | $255,312 | $67,411+278.7% | $91,001+180.6% | $70,131+264.1% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 14.03% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $6,124 | $1,786+242.9% | $2,456+149.4% | $2,342+161.4% |
| Participant deferral / active EE | $7,276 | $2,823+157.8% | $3,547+105.1% | $3,332+118.4% |
| Admin fee / account holder | $6,125 | $4,236+44.6% | $5,417+13.1% | $4,645+31.8% |