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 | $334,047 | $137,414+143.1% | $189,513+76.3% | $85,850+289.1% |
| Participation rate | 86.9% | 84.6%+2.3pp | 87.8%-0.9pp | 69.3%+17.6pp |
| Annual return | 15.22% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,399 | $4,344+1.3% | $6,162-28.6% | $2,565+71.5% |
| Participant deferral / active EE | $10,084 | $6,260+61.1% | $8,221+22.7% | $3,952+155.2% |
| Admin fee / account holder | $43,124 | $8,630+399.7% | $12,045+258.0% | $6,260+588.9% |