Filed April 26, 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 | $298,190 | $78,926+277.8% | $136,749+118.1% | $84,808+251.6% |
| Participation rate | 88.9% | 62.2%+26.7pp | 72.1%+16.7pp | 68.3%+20.6pp |
| Annual return | 16.07% | 18.17%-2.1pp | 24.33%-8.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,419 | $2,134-33.5% | $3,400-58.3% | $2,631-46.1% |
| Participant deferral / active EE | $7,581 | $3,168+139.3% | $4,692+61.6% | $4,212+80.0% |
| Admin fee / account holder | $2,236 | $6,369-64.9% | $11,386-80.4% | $7,344-69.6% |