Filed July 21, 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 | $281,128 | $138,044+103.7% | $125,339+124.3% | $134,475+109.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.71% | 750.33%-764.0pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $9,797 | $5,243+86.8% | $4,814+103.5% | $4,740+106.7% |
| Participant deferral / active EE | $10,021 | $7,799+28.5% | $7,446+34.6% | $6,400+56.6% |
| Admin fee / account holder | $35,725 | $11,571+208.7% | $10,010+256.9% | $11,426+212.7% |