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 | $361,082 | $148,978+142.4% | $200,582+80.0% | $84,808+325.8% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 18.20% | 28.16%-10.0pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,344 | $4,815-51.3% | $6,419-63.5% | $2,631-10.9% |
| Participant deferral / active EE | $5,627 | $7,142-21.2% | $9,331-39.7% | $4,212+33.6% |
| Admin fee / account holder | $38,969 | $13,977+178.8% | $16,305+139.0% | $7,344+430.6% |