Filed March 31, 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 | $545,918 | $77,813+601.6% | $123,544+341.9% | $64,186+750.5% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.3%+9.2pp | 69.6%+21.9pp |
| Annual return | -4.12% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $19,822 | $3,014+557.7% | $4,628+328.3% | $2,381+732.6% |
| Participant deferral / active EE | $8,327 | $5,240+58.9% | $6,426+29.6% | $3,470+140.0% |
| Admin fee / account holder | $44,751 | $5,519+710.9% | $9,284+382.0% | $4,888+815.5% |