Filed April 11, 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 | $309,065 | $100,754+206.8% | $86,677+256.6% | $134,475+129.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -0.28% | 29.04%-29.3pp | 35.91%-36.2pp | 417.96%-418.2pp |
| Employer contribution / active EE | $12,181 | $3,489+249.1% | $2,836+329.5% | $4,740+157.0% |
| Participant deferral / active EE | $7,425 | $5,338+39.1% | $4,656+59.5% | $6,400+16.0% |
| Admin fee / account holder | $15,618 | $10,926+42.9% | $7,493+108.4% | $11,426+36.7% |