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 | $442,378 | $118,680+272.7% | $98,907+347.3% | $158,922+178.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 16.99% | 372.35%-355.4pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $10,625 | $3,333+218.8% | $2,689+295.1% | $4,761+123.2% |
| Participant deferral / active EE | $5,435 | $5,088+6.8% | $4,244+28.0% | $5,982-9.2% |
| Admin fee / account holder | $7,165 | $10,131-29.3% | $6,642+7.9% | $11,246-36.3% |