Filed March 4, 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 | $261,123 | $53,127+391.5% | $86,590+201.6% | $70,131+272.3% |
| Participation rate | 88.0% | 65.3%+22.7pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 20.99% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $6,700 | $2,068+223.9% | $2,839+136.0% | $2,342+186.0% |
| Participant deferral / active EE | $10,310 | $2,696+282.5% | $3,609+185.7% | $3,332+209.5% |
| Admin fee / account holder | $20,503 | $3,585+471.8% | $4,906+317.9% | $4,645+341.4% |