Filed July 12, 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 | $304,665 | $102,317+197.8% | $146,958+107.3% | $80,856+276.8% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 14.11% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $7,120 | $3,713+91.7% | $4,933+44.3% | $2,755+158.4% |
| Participant deferral / active EE | $13,187 | $6,644+98.5% | $8,070+63.4% | $4,296+207.0% |
| Admin fee / account holder | $7,363 | $7,941-7.3% | $12,998-43.4% | $6,918+6.4% |