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 | $280,540 | $167,484+67.5% | $151,611+85.0% | $134,475+108.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.43% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $14,761 | $6,829+116.1% | $6,166+139.4% | $4,740+211.4% |
| Participant deferral / active EE | $8,332 | $8,986-7.3% | $8,363-0.4% | $6,400+30.2% |
| Admin fee / account holder | $86,130 | $13,783+524.9% | $11,616+641.5% | $11,426+653.8% |