Filed May 2, 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 | $491,068 | $76,552+541.5% | $123,892+296.4% | $62,891+680.8% |
| Participation rate | 90.7% | 73.0%+17.7pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 7.00% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $10,968 | $2,883+280.5% | $4,617+137.6% | $2,281+380.9% |
| Participant deferral / active EE | $8,610 | $4,840+77.9% | $5,984+43.9% | $3,203+168.8% |
| Admin fee / account holder | $8,666 | $4,826+79.6% | $8,357+3.7% | $4,296+101.7% |