Filed March 29, 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 | $259,973 | $94,031+176.5% | $115,768+124.6% | $82,448+215.3% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 13.37% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,001 | $2,323-56.9% | $2,940-65.9% | $2,551-60.7% |
| Participant deferral / active EE | $6,684 | $3,972+68.3% | $4,917+35.9% | $4,139+61.5% |
| Admin fee / account holder | $11,007 | $10,249+7.4% | $12,439-11.5% | $7,234+52.1% |