Filed May 16, 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 | $2,171,112 | $153,772+1311.9% | $133,980+1520.5% | $273,961+692.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.59% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $40,575 | $6,029+573.0% | $5,211+678.6% | $4,869+733.4% |
| Participant deferral / active EE | $3,000 | $6,958-56.9% | $6,282-52.2% | $5,287-43.3% |
| Admin fee / account holder | $70,106 | $11,765+495.9% | $9,324+651.9% | $10,132+591.9% |