Filed September 19, 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 | $832,806 | $197,591+321.5% | $177,821+368.3% | $158,922+424.0% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.7%+3.6pp | 82.0%+9.3pp |
| Annual return | 8.47% | 58.76%-50.3pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $19,521 | $6,697+191.5% | $5,918+229.8% | $4,761+310.0% |
| Participant deferral / active EE | $19,521 | $8,405+132.3% | $7,714+153.1% | $5,982+226.3% |
| Admin fee / account holder | $14,481 | $15,399-6.0% | $12,427+16.5% | $11,246+28.8% |