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 | $518,765 | $127,777+306.0% | $106,548+386.9% | $167,490+209.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 16.67% | 33.87%-17.2pp | 26.80%-10.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $10,938 | $3,427+219.2% | $2,819+288.0% | $4,837+126.1% |
| Participant deferral / active EE | $7,413 | $5,087+45.7% | $4,398+68.5% | $6,341+16.9% |
| Admin fee / account holder | $16,272 | $11,228+44.9% | $7,407+119.7% | $12,309+32.2% |