Filed July 15, 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 | $334,848 | $110,094+204.1% | $151,611+120.9% | $68,494+388.9% |
| Participation rate | 97.1% | 84.0%+13.1pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $12,112 | $4,471+170.9% | $6,166+96.4% | $2,596+366.5% |
| Participant deferral / active EE | $10,122 | $6,527+55.1% | $8,363+21.0% | $4,027+151.3% |
| Admin fee / account holder | $60,361 | $7,719+682.0% | $11,616+419.6% | $5,403+1017.2% |