Filed January 6, 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 | $296,989 | $98,750+200.7% | $149,696+98.4% | $79,858+271.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.87% | 27.43%-2.6pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $6,380 | $3,216+98.4% | $4,644+37.4% | $2,471+158.2% |
| Participant deferral / active EE | $11,422 | $5,680+101.1% | $6,842+66.9% | $3,740+205.4% |
| Admin fee / account holder | $9,537 | $6,053+57.6% | $9,309+2.5% | $5,306+79.7% |