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 | $376,874 | $138,347+172.4% | $184,203+104.6% | $80,856+366.1% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 17.25% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,510 | $4,850-48.2% | $6,427-60.9% | $2,755-8.9% |
| Participant deferral / active EE | $9,295 | $7,071+31.5% | $9,131+1.8% | $4,296+116.4% |
| Admin fee / account holder | $33,300 | $10,483+217.6% | $13,901+139.6% | $6,918+381.4% |