Filed January 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 | $430,855 | $148,978+189.2% | $200,582+114.8% | $84,808+408.0% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 18.74% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $12,119 | $4,815+151.7% | $6,419+88.8% | $2,631+360.6% |
| Participant deferral / active EE | $16,497 | $7,142+131.0% | $9,331+76.8% | $4,212+291.7% |
| Admin fee / account holder | $37,651 | $13,977+169.4% | $16,305+130.9% | $7,344+412.7% |