Filed March 8, 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 | $288,432 | $74,888+285.2% | $71,209+305.1% | $142,382+102.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 31.46% | 345.14%-313.7pp | 282.51%-251.1pp | 217.08%-185.6pp |
| Employer contribution / active EE | $7,571 | $2,854+165.2% | $2,721+178.2% | $4,299+76.1% |
| Participant deferral / active EE | $14,381 | $4,454+222.9% | $4,175+244.4% | $6,507+121.0% |
| Admin fee / account holder | $4,886 | $5,568-12.3% | $5,349-8.6% | $12,624-61.3% |