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 | $573,933 | $64,480+790.1% | $81,382+605.2% | $80,856+609.8% |
| Participation rate | 97.1% | 63.9%+33.3pp | 69.5%+27.7pp | 67.6%+29.5pp |
| Annual return | 13.40% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $11,147 | $1,978+463.4% | $2,463+352.6% | $2,755+304.6% |
| Participant deferral / active EE | $2,094 | $3,094-32.3% | $3,883-46.1% | $4,296-51.2% |
| Admin fee / account holder | $5,297 | $5,671-6.6% | $5,768-8.2% | $6,918-23.4% |