Filed January 23, 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 | $329,963 | $157,256+109.8% | $141,162+133.7% | $152,861+115.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 18.86% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $9,972 | $5,261+89.5% | $4,735+110.6% | $4,762+109.4% |
| Participant deferral / active EE | $8,538 | $7,109+20.1% | $6,709+27.3% | $5,850+45.9% |
| Admin fee / account holder | $26,887 | $12,120+121.8% | $10,261+162.0% | $11,596+131.9% |