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 | $277,372 | $85,766+223.4% | $136,294+103.5% | $70,131+295.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.44% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $11,740 | $2,966+295.8% | $4,695+150.0% | $2,342+401.2% |
| Participant deferral / active EE | $6,152 | $5,051+21.8% | $6,247-1.5% | $3,332+84.6% |
| Admin fee / account holder | $13,947 | $5,420+157.3% | $9,243+50.9% | $4,645+200.2% |