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 | $331,888 | $90,503+266.7% | $78,689+321.8% | $273,961+21.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.91% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $16,850 | $3,176+430.6% | $2,851+491.1% | $4,869+246.1% |
| Participant deferral / active EE | $2,255 | $3,901-42.2% | $3,517-35.9% | $5,287-57.3% |
| Admin fee / account holder | $2,607 | $5,263-50.5% | $4,510-42.2% | $10,132-74.3% |