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 | $627,868 | $148,978+321.4% | $200,582+213.0% | $84,808+640.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.21% | 28.16%-10.0pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $27,386 | $4,815+468.7% | $6,419+326.6% | $2,631+940.9% |
| Participant deferral / active EE | $18,181 | $7,142+154.6% | $9,331+94.8% | $4,212+331.7% |
| Admin fee / account holder | $10,982 | $13,977-21.4% | $16,305-32.6% | $7,344+49.5% |