Filed January 10, 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 | $277,845 | $131,829+110.8% | $108,579+155.9% | $273,961+1.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.01% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,663 | $4,912-25.4% | $3,758-2.5% | $4,869-24.8% |
| Participant deferral / active EE | $10,210 | $5,127+99.1% | $4,311+136.8% | $5,287+93.1% |
| Admin fee / account holder | $3,367 | $10,252-67.2% | $7,645-56.0% | $10,132-66.8% |