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 | $469,977 | $126,574+271.3% | $106,213+342.5% | $145,922+222.1% |
| Participation rate | 87.0% | 77.6%+9.3pp | 75.3%+11.7pp | 80.3%+6.7pp |
| Annual return | 16.95% | 224.79%-207.8pp | 116.14%-99.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $8,391 | $3,730+124.9% | $3,171+164.6% | $4,660+80.1% |
| Participant deferral / active EE | $6,847 | $5,724+19.6% | $5,016+36.5% | $6,688+2.4% |
| Admin fee / account holder | $17,696 | $17,304+2.3% | $11,033+60.4% | $13,397+32.1% |