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 | $470,001 | $59,101+695.3% | $77,163+509.1% | $75,163+525.3% |
| Participation rate | 91.4% | 63.9%+27.6pp | 69.6%+21.9pp | 67.2%+24.2pp |
| Annual return | 14.63% | 26.71%-12.1pp | 37.87%-23.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $10,392 | $1,995+420.8% | $2,535+309.9% | $2,670+289.2% |
| Participant deferral / active EE | $2,089 | $2,999-30.3% | $3,833-45.5% | $4,125-49.4% |
| Admin fee / account holder | $1,014 | $4,774-78.8% | $5,472-81.5% | $5,651-82.1% |