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 | $342,210 | $148,534+130.4% | $135,903+151.8% | $139,434+145.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.19% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,356 | $5,243+116.6% | $4,856+133.9% | $4,751+139.0% |
| Participant deferral / active EE | $12,530 | $8,100+54.7% | $7,758+61.5% | $6,710+86.7% |
| Admin fee / account holder | $23,290 | $12,400+87.8% | $10,762+116.4% | $11,403+104.3% |