Filed May 20, 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 | $288,018 | $89,355+222.3% | $141,162+104.0% | $72,985+294.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.67% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,704 | $3,114+18.9% | $4,735-21.8% | $2,440+51.8% |
| Participant deferral / active EE | $10,073 | $5,418+85.9% | $6,709+50.1% | $3,607+179.2% |
| Admin fee / account holder | $51,408 | $5,958+762.8% | $10,261+401.0% | $5,124+903.2% |