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 | $434,861 | $138,347+214.3% | $184,203+136.1% | $80,856+437.8% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $11,940 | $4,850+146.2% | $6,427+85.8% | $2,755+333.4% |
| Participant deferral / active EE | $10,333 | $7,071+46.1% | $9,131+13.2% | $4,296+140.5% |
| Admin fee / account holder | $21,785 | $10,483+107.8% | $13,901+56.7% | $6,918+214.9% |