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 | $365,731 | $80,673+353.4% | $101,326+260.9% | $84,808+331.2% |
| Participation rate | 77.3% | 77.8%-0.5pp | 81.5%-4.2pp | 68.3%+9.0pp |
| Annual return | 17.04% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,887 | $2,698+44.1% | $3,665+6.1% | $2,631+47.8% |
| Participant deferral / active EE | $11,407 | $6,840+66.8% | $7,994+42.7% | $4,212+170.9% |
| Admin fee / account holder | $35,255 | $12,784+175.8% | $11,185+215.2% | $7,344+380.1% |