Filed May 13, 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 | $758,622 | $74,888+913.0% | $71,209+965.3% | $142,382+432.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 13.76% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $39,349 | $2,854+1278.6% | $2,721+1346.1% | $4,299+815.3% |
| Participant deferral / active EE | $636 | $4,454-85.7% | $4,175-84.8% | $6,507-90.2% |
| Admin fee / account holder | $4,710 | $5,568-15.4% | $5,349-11.9% | $12,624-62.7% |