Filed June 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $273,709 | $96,635+183.2% | $86,612+216.0% | $139,434+96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.09% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $205 | $3,263-93.7% | $3,022-93.2% | $4,751-95.7% |
| Participant deferral / active EE | $14,918 | $4,836+208.5% | $4,438+236.2% | $6,710+122.3% |
| Admin fee / account holder | $33,596 | $6,408+424.3% | $5,614+498.4% | $11,403+194.6% |