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 | $312,460 | $160,055+95.2% | $140,016+123.2% | $135,375+130.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.14% | 911.38%-912.5pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $12,806 | $6,420+99.5% | $5,606+128.4% | $4,779+168.0% |
| Participant deferral / active EE | $7,703 | $7,642+0.8% | $6,927+11.2% | $5,609+37.3% |
| Admin fee / account holder | $20,028 | $13,328+50.3% | $10,705+87.1% | $10,827+85.0% |