Filed February 3, 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 | $293,426 | $93,571+213.6% | $135,903+115.9% | $75,163+290.4% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 24.20% | 30.90%-6.7pp | 68.23%-44.0pp | 160.62%-136.4pp |
| Employer contribution / active EE | $4,565 | $3,537+29.1% | $4,856-6.0% | $2,670+71.0% |
| Participant deferral / active EE | $12,125 | $6,404+89.3% | $7,758+56.3% | $4,125+193.9% |
| Admin fee / account holder | $8,221 | $6,975+17.9% | $10,762-23.6% | $5,651+45.5% |