Filed July 15, 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 | $470,646 | $178,174+164.1% | $156,181+201.3% | $137,256+242.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.08% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $6,742 | $4,972+35.6% | $4,294+57.0% | $4,156+62.2% |
| Participant deferral / active EE | $20,305 | $6,888+194.8% | $6,132+231.1% | $6,407+216.9% |
| Admin fee / account holder | $6,158 | $17,404-64.6% | $14,586-57.8% | $12,270-49.8% |