Filed April 5, 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 | $257,784 | $109,359+135.7% | $162,163+59.0% | $72,985+253.2% |
| Participation rate | 86.6% | 84.3%+2.3pp | 87.6%-1.0pp | 69.5%+17.1pp |
| Annual return | 23.66% | 25.46%-1.8pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,950 | $3,907-24.5% | $5,614-47.5% | $2,440+20.9% |
| Participant deferral / active EE | $8,486 | $5,481+54.8% | $7,298+16.3% | $3,607+135.2% |
| Admin fee / account holder | $1,314 | $7,972-83.5% | $10,843-87.9% | $5,124-74.4% |