Filed March 2, 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 | $328,160 | $73,867+344.3% | $143,757+128.3% | $68,494+379.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.76% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $12,458 | $3,184+291.2% | $4,951+151.6% | $2,596+379.8% |
| Participant deferral / active EE | $10,863 | $3,384+221.0% | $5,637+92.7% | $4,027+169.7% |
| Admin fee / account holder | $8,976 | $5,755+56.0% | $14,673-38.8% | $5,403+66.1% |