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 | $405,956 | $125,758+222.8% | $169,993+138.8% | $75,163+440.1% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 15.82% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $23,647 | $4,615+412.4% | $6,785+248.5% | $2,670+785.7% |
| Participant deferral / active EE | $15,220 | $6,837+122.6% | $10,408+46.2% | $4,125+269.0% |
| Admin fee / account holder | $60,014 | $8,173+634.3% | $12,815+368.3% | $5,651+962.0% |