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 | $431,817 | $69,515+521.2% | $86,874+397.1% | $85,850+403.0% |
| Participation rate | 88.6% | 66.3%+22.2pp | 71.6%+16.9pp | 69.3%+19.3pp |
| Annual return | 13.14% | 20.12%-7.0pp | 63.52%-50.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $11,407 | $1,880+506.6% | $2,495+357.1% | $2,565+344.7% |
| Participant deferral / active EE | $2,729 | $2,919-6.5% | $3,699-26.2% | $3,952-30.9% |
| Admin fee / account holder | $2,494 | $5,972-58.2% | $5,828-57.2% | $6,260-60.2% |