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 | $545,183 | $133,922+307.1% | $116,228+369.1% | $142,382+282.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 17.20% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,250 | $3,446+226.5% | $2,994+275.7% | $4,299+161.7% |
| Participant deferral / active EE | $9,232 | $5,672+62.8% | $4,953+86.4% | $6,507+41.9% |
| Admin fee / account holder | $53,017 | $14,945+254.8% | $11,989+342.2% | $12,624+320.0% |