Filed February 21, 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 | $257,615 | $99,341+159.3% | $84,750+204.0% | $273,961-6.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.43% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,808 | $4,214+156.5% | $3,574+202.4% | $4,869+122.0% |
| Participant deferral / active EE | $8,981 | $4,269+110.4% | $3,712+142.0% | $5,287+69.9% |
| Admin fee / account holder | $4,107 | $6,644-38.2% | $5,332-23.0% | $10,132-59.5% |