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 | $762,383 | $167,484+355.2% | $151,611+402.9% | $134,475+466.9% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -5.89% | 7.80%-13.7pp | 3.33%-9.2pp | 417.96%-423.9pp |
| Employer contribution / active EE | $23,152 | $6,829+239.0% | $6,166+275.5% | $4,740+388.5% |
| Participant deferral / active EE | $23,152 | $8,986+157.7% | $8,363+176.8% | $6,400+261.8% |
| Admin fee / account holder | $24,025 | $13,783+74.3% | $11,616+106.8% | $11,426+110.3% |