Filed August 4, 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 | $280,441 | $45,035+522.7% | $62,995+345.2% | $70,131+299.9% |
| Participation rate | 96.8% | 69.5%+27.2pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 19.13% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $7,827 | $2,051+281.6% | $2,759+183.7% | $2,342+234.1% |
| Participant deferral / active EE | $12,461 | $2,465+405.6% | $3,329+274.3% | $3,332+274.0% |
| Admin fee / account holder | $19,939 | $2,834+603.5% | $3,600+453.9% | $4,645+329.2% |