Filed September 1, 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 8-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 | $277,865 | $72,071+285.5% | $68,368+306.4% | $137,256+102.4% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 19.22% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $9,666 | $2,788+246.7% | $2,649+264.9% | $4,156+132.6% |
| Participant deferral / active EE | $9,856 | $4,410+123.5% | $4,123+139.1% | $6,407+53.8% |
| Admin fee / account holder | $34,315 | $5,336+543.1% | $5,150+566.3% | $12,270+179.7% |