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 | $336,319 | $77,503+333.9% | $100,391+235.0% | $80,856+315.9% |
| Participation rate | 79.1% | 76.9%+2.1pp | 81.5%-2.4pp | 67.6%+11.4pp |
| Annual return | 15.17% | 37.20%-22.0pp | 49.20%-34.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,197 | $2,801+49.8% | $3,942+6.5% | $2,755+52.4% |
| Participant deferral / active EE | $11,762 | $6,820+72.5% | $8,082+45.5% | $4,296+173.8% |
| Admin fee / account holder | $10,810 | $5,897+83.3% | $7,899+36.9% | $6,918+56.3% |