Filed January 31, 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 | $347,600 | $148,978+133.3% | $200,582+73.3% | $84,808+309.9% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 17.03% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,150 | $4,815-34.6% | $6,419-50.9% | $2,631+19.7% |
| Participant deferral / active EE | $13,273 | $7,142+85.8% | $9,331+42.2% | $4,212+215.2% |
| Admin fee / account holder | $19,151 | $13,977+37.0% | $16,305+17.5% | $7,344+160.8% |