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 | $842,204 | $98,750+752.9% | $149,696+462.6% | $79,858+954.6% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.0pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $21,493 | $3,216+568.2% | $4,644+362.8% | $2,471+769.9% |
| Participant deferral / active EE | $8,490 | $5,680+49.5% | $6,842+24.1% | $3,740+127.0% |
| Admin fee / account holder | $41,462 | $6,053+585.0% | $9,309+345.4% | $5,306+681.4% |