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 | $399,445 | $54,229+636.6% | $70,092+469.9% | $68,494+483.2% |
| Participation rate | 84.6% | 64.5%+20.1pp | 70.5%+14.1pp | 67.9%+16.7pp |
| Annual return | -14.95% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $10,138 | $2,018+402.4% | $2,559+296.2% | $2,596+290.5% |
| Participant deferral / active EE | $2,163 | $2,956-26.8% | $3,849-43.8% | $4,027-46.3% |
| Admin fee / account holder | $2,624 | $4,694-44.1% | $6,267-58.1% | $5,403-51.4% |