Filed March 29, 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 | $310,425 | $77,634+299.9% | $156,549+98.3% | $62,891+393.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.31% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,754 | $3,444+125.2% | $5,501+40.9% | $2,281+239.9% |
| Participant deferral / active EE | $5,444 | $3,045+78.8% | $4,871+11.8% | $3,203+70.0% |
| Admin fee / account holder | $8,967 | $5,561+61.2% | $13,027-31.2% | $4,296+108.8% |