Filed August 5, 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 | $326,716 | $99,032+229.9% | $80,019+308.3% | $135,375+141.3% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -5.29% | 15.39%-20.7pp | 11.22%-16.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $11,738 | $3,043+285.7% | $2,468+375.6% | $4,779+145.6% |
| Participant deferral / active EE | $5,999 | $4,282+40.1% | $3,686+62.8% | $5,609+7.0% |
| Admin fee / account holder | $15,223 | $10,436+45.9% | $6,521+133.4% | $10,827+40.6% |