Filed April 1, 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 | $330,350 | $95,803+244.8% | $113,168+191.9% | $84,808+289.5% |
| Participation rate | 76.3% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.0pp |
| Annual return | 13.70% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,736 | $2,360+185.4% | $2,975+126.4% | $2,631+156.0% |
| Participant deferral / active EE | $6,597 | $4,242+55.5% | $5,107+29.2% | $4,212+56.6% |
| Admin fee / account holder | $8,415 | $8,989-6.4% | $12,068-30.3% | $7,344+14.6% |