Filed March 31, 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 | $1,133,590 | $105,181+977.8% | $159,436+611.0% | $85,850+1220.4% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.8%-5.3pp | 69.3%+8.2pp |
| Annual return | 33.54% | 45.07%-11.5pp | 263.57%-230.0pp | 318.53%-285.0pp |
| Employer contribution / active EE | $17,614 | $3,318+430.8% | $4,829+264.7% | $2,565+586.7% |
| Participant deferral / active EE | $9,323 | $5,945+56.8% | $7,352+26.8% | $3,952+135.9% |
| Admin fee / account holder | $21,781 | $6,933+214.1% | $10,799+101.7% | $6,260+247.9% |