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 | $349,438 | $82,664+322.7% | $125,339+178.8% | $68,494+410.2% |
| Participation rate | 86.1% | 75.0%+11.1pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,014 | $3,381-10.9% | $4,814-37.4% | $2,596+16.1% |
| Participant deferral / active EE | $7,922 | $6,110+29.6% | $7,446+6.4% | $4,027+96.7% |
| Admin fee / account holder | $12,681 | $6,275+102.1% | $10,010+26.7% | $5,403+134.7% |