Filed June 30, 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 | $285,578 | $86,286+231.0% | $111,297+156.6% | $85,850+232.6% |
| Participation rate | 94.3% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 12.25% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,795 | $2,043+85.8% | $2,731+39.0% | $2,565+48.0% |
| Participant deferral / active EE | $7,118 | $3,641+95.5% | $4,487+58.6% | $3,952+80.1% |
| Admin fee / account holder | $26,838 | $8,188+227.8% | $7,964+237.0% | $6,260+328.7% |