Filed March 8, 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 6-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 | $250,051 | $95,803+161.0% | $113,168+121.0% | $84,808+194.8% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 17.56% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,719 | $2,360+184.7% | $2,975+125.8% | $2,631+155.4% |
| Participant deferral / active EE | $9,383 | $4,242+121.2% | $5,107+83.7% | $4,212+122.8% |
| Admin fee / account holder | $23,297 | $8,989+159.2% | $12,068+93.1% | $7,344+217.2% |