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 | $148,978+329.5% | $200,582+219.0% | $84,808+654.5% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 16.77% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $11,499 | $4,815+138.8% | $6,419+79.1% | $2,631+337.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $45,041 | $13,977+222.2% | $16,305+176.3% | $7,344+513.3% |