Filed August 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 | $397,424 | $84,695+369.2% | $73,843+438.2% | $125,391+216.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.42% | 3123.53%-3125.9pp | 2267.84%-2270.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $33,456 | $3,123+971.2% | $2,787+1100.2% | $4,866+587.6% |
| Participant deferral / active EE | $16,138 | $3,992+304.2% | $3,583+350.4% | $5,352+201.6% |
| Admin fee / account holder | $189,617 | $5,691+3231.8% | $4,880+3785.4% | $9,540+1887.5% |