Filed August 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 | $377,408 | $106,749+253.5% | $145,433+159.5% | $82,448+357.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.21% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $7,293 | $3,444+111.7% | $4,554+60.1% | $2,551+185.9% |
| Participant deferral / active EE | $5,404 | $6,519-17.1% | $7,897-31.6% | $4,139+30.5% |
| Admin fee / account holder | $35,106 | $8,390+318.4% | $13,129+167.4% | $7,234+385.3% |