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 | $270,510 | $80,968+234.1% | $96,544+180.2% | $75,163+259.9% |
| Participation rate | 87.2% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | 17.54% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,314 | $2,282+1.4% | $2,965-21.9% | $2,670-13.3% |
| Participant deferral / active EE | $6,862 | $3,928+74.7% | $4,851+41.5% | $4,125+66.4% |
| Admin fee / account holder | $4,567 | $6,724-32.1% | $8,252-44.7% | $5,651-19.2% |