Filed August 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 | $724,449 | $181,894+298.3% | $156,549+362.8% | $273,961+164.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 5.66% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $11,363 | $6,248+81.9% | $5,501+106.6% | $4,869+133.4% |
| Participant deferral / active EE | $10,941 | $5,550+97.1% | $4,871+124.6% | $5,287+106.9% |
| Admin fee / account holder | $112,130 | $15,559+620.7% | $13,027+760.7% | $10,132+1006.7% |