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 | $397,150 | $183,963+115.9% | $162,163+144.9% | $152,861+159.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.83% | 150.76%-137.9pp | 115.59%-102.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $12,623 | $6,371+98.1% | $5,614+124.9% | $4,762+165.1% |
| Participant deferral / active EE | $8,154 | $8,034+1.5% | $7,298+11.7% | $5,850+39.4% |
| Admin fee / account holder | $3,389 | $13,121-74.2% | $10,843-68.7% | $11,596-70.8% |