Filed March 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 | $353,564 | $81,248+335.2% | $155,509+127.4% | $80,856+337.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.83% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $15,455 | $3,100+398.5% | $4,672+230.8% | $2,755+461.0% |
| Participant deferral / active EE | $11,573 | $3,452+235.3% | $5,626+105.7% | $4,296+169.4% |
| Admin fee / account holder | $20,439 | $7,997+155.6% | $15,912+28.5% | $6,918+195.5% |