Filed May 18, 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 | $316,432 | $171,865+84.1% | $149,718+111.4% | $147,584+114.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 32.62% | 2113.22%-2080.6pp | 1501.63%-1469.0pp | 578.55%-545.9pp |
| Employer contribution / active EE | $11,787 | $6,275+87.8% | $5,445+116.5% | $4,876+141.7% |
| Participant deferral / active EE | $7,278 | $7,271+0.1% | $6,569+10.8% | $5,439+33.8% |
| Admin fee / account holder | $6,421 | $13,799-53.5% | $11,283-43.1% | $10,885-41.0% |