Filed October 12, 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 | $260,046 | $109,817+136.8% | $98,442+164.2% | $167,490+55.3% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 14.25% | 1956.69%-1942.4pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,354 | $3,224+190.1% | $2,960+216.0% | $4,837+93.4% |
| Participant deferral / active EE | $10,809 | $4,673+131.3% | $4,276+152.8% | $6,341+70.5% |
| Admin fee / account holder | $50,298 | $6,753+644.9% | $5,949+745.5% | $12,309+308.6% |