Filed March 9, 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 | $272,684 | $65,409+316.9% | $98,442+177.0% | $85,850+217.6% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.5pp | 69.3%+17.5pp |
| Annual return | 16.28% | 21.76%-5.5pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,728 | $2,168+164.3% | $2,960+93.5% | $2,565+123.3% |
| Participant deferral / active EE | $5,607 | $3,166+77.1% | $4,276+31.1% | $3,952+41.9% |
| Admin fee / account holder | $13,245 | $4,593+188.4% | $5,949+122.6% | $6,260+111.6% |