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 | $417,447 | $105,181+296.9% | $159,436+161.8% | $85,850+386.3% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 14.32% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,196 | $3,318+26.4% | $4,829-13.1% | $2,565+63.6% |
| Participant deferral / active EE | $10,379 | $5,945+74.6% | $7,352+41.2% | $3,952+162.7% |
| Admin fee / account holder | $10,889 | $6,933+57.1% | $10,799+0.8% | $6,260+74.0% |