Filed September 20, 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 | $275,353 | $91,190+202.0% | $178,490+54.3% | $79,858+244.8% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 14.98% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $11,889 | $3,256+265.2% | $5,011+137.3% | $2,471+381.2% |
| Participant deferral / active EE | $7,580 | $3,236+134.2% | $5,202+45.7% | $3,740+102.7% |
| Admin fee / account holder | $9,783 | $6,751+44.9% | $13,984-30.0% | $5,306+84.4% |