Filed January 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 | $264,807 | $58,694+351.2% | $142,863+85.4% | $85,850+208.5% |
| Participation rate | 95.9% | 58.5%+37.4pp | 71.9%+24.0pp | 69.3%+26.6pp |
| Annual return | 12.90% | 27.72%-14.8pp | 5637.54%-5624.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $12,968 | $1,423+811.5% | $4,144+213.0% | $2,565+405.5% |
| Participant deferral / active EE | $4,634 | $2,607+77.7% | $3,837+20.8% | $3,952+17.3% |
| Admin fee / account holder | $6,477 | $4,239+52.8% | $6,560-1.3% | $6,260+3.5% |