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 | $449,776 | $116,175+287.2% | $93,606+380.5% | $152,861+194.2% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 23.78% | 35.96%-12.2pp | 32.76%-9.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $11,333 | $3,218+252.2% | $2,718+317.0% | $4,762+138.0% |
| Participant deferral / active EE | $6,117 | $4,603+32.9% | $4,069+50.3% | $5,850+4.6% |
| Admin fee / account holder | $3,742 | $10,748-65.2% | $7,888-52.6% | $11,596-67.7% |