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 | $396,428 | $201,272+97.0% | $184,203+115.2% | $145,922+171.7% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 15.24% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,813 | $7,022+25.5% | $6,427+37.1% | $4,660+89.1% |
| Participant deferral / active EE | $3,751 | $9,806-61.7% | $9,131-58.9% | $6,688-43.9% |
| Admin fee / account holder | $7,914 | $16,364-51.6% | $13,901-43.1% | $13,397-40.9% |