Filed June 14, 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 | $476,149 | $137,414+246.5% | $189,513+151.2% | $85,850+454.6% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 17.81% | 38.14%-20.3pp | 555.15%-537.3pp | 318.53%-300.7pp |
| Employer contribution / active EE | $12,229 | $4,344+181.5% | $6,162+98.5% | $2,565+376.8% |
| Participant deferral / active EE | $15,848 | $6,260+153.2% | $8,221+92.8% | $3,952+301.0% |
| Admin fee / account holder | $2,375 | $8,630-72.5% | $12,045-80.3% | $6,260-62.1% |