Filed August 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 | $639,887 | $146,267+337.5% | $197,124+224.6% | $82,448+676.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 86.7%+7.7pp | 68.1%+26.4pp |
| Annual return | 16.77% | 29.61%-12.8pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $11,499 | $4,723+143.4% | $6,227+84.6% | $2,551+350.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $45,041 | $14,422+212.3% | $16,298+176.4% | $7,234+522.6% |