Filed February 6, 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 | $304,365 | $185,822+63.8% | $169,993+79.0% | $139,434+118.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 20.08% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,460 | $7,590-67.6% | $6,785-63.7% | $4,751-48.2% |
| Participant deferral / active EE | $3,817 | $11,622-67.2% | $10,408-63.3% | $6,710-43.1% |
| Admin fee / account holder | $902 | $15,381-94.1% | $12,815-93.0% | $11,403-92.1% |