Filed September 2, 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 | $415,150 | $63,764+551.1% | $81,930+406.7% | $79,858+419.9% |
| Participation rate | 88.2% | 67.5%+20.7pp | 72.0%+16.2pp | 69.6%+18.6pp |
| Annual return | 12.95% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $11,625 | $1,795+547.5% | $4,310+169.7% | $2,471+370.5% |
| Participant deferral / active EE | $1,982 | $2,780-28.7% | $7,107-72.1% | $3,740-47.0% |
| Admin fee / account holder | $22,913 | $4,426+417.7% | $5,158+344.2% | $5,306+331.8% |