Filed July 20, 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 | $271,766 | $125,758+116.1% | $169,993+59.9% | $75,163+261.6% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.0%+10.0pp | 67.2%+29.8pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,394 | $4,615-48.1% | $6,785-64.7% | $2,670-10.3% |
| Participant deferral / active EE | $6,115 | $6,837-10.6% | $10,408-41.2% | $4,125+48.2% |
| Admin fee / account holder | $15,324 | $8,173+87.5% | $12,815+19.6% | $5,651+171.2% |