Filed March 8, 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 | $463,636 | $96,635+379.8% | $86,612+435.3% | $139,434+232.5% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 19.84% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $8,921 | $3,263+173.4% | $3,022+195.1% | $4,751+87.8% |
| Participant deferral / active EE | $13,552 | $4,836+180.2% | $4,438+205.4% | $6,710+102.0% |
| Admin fee / account holder | $1,990 | $6,408-68.9% | $5,614-64.6% | $11,403-82.5% |