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 | $95,453+246.1% | $112,040+194.9% | $82,448+300.7% |
| Participation rate | 76.3% | 72.8%+3.6pp | 76.5%-0.2pp | 68.1%+8.2pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $6,736 | $2,318+190.6% | $2,954+128.0% | $2,551+164.0% |
| Participant deferral / active EE | $6,597 | $4,224+56.2% | $5,098+29.4% | $4,139+59.4% |
| Admin fee / account holder | $8,415 | $9,013-6.6% | $12,098-30.4% | $7,234+16.3% |