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 | $253,168 | $159,901+58.3% | $146,958+72.3% | $145,922+73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,219 | $5,286+55.5% | $4,933+66.6% | $4,660+76.4% |
| Participant deferral / active EE | $13,565 | $8,428+60.9% | $8,070+68.1% | $6,688+102.8% |
| Admin fee / account holder | $60,311 | $15,044+300.9% | $12,998+364.0% | $13,397+350.2% |