Filed January 9, 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 | $298,317 | $53,516+457.4% | $126,539+135.8% | $84,808+251.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.58% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $9,941 | $1,535+547.7% | $3,674+170.6% | $2,631+277.9% |
| Participant deferral / active EE | $6,632 | $2,671+148.3% | $4,083+62.4% | $4,212+57.5% |
| Admin fee / account holder | $4,309 | $4,497-4.2% | $6,065-28.9% | $7,344-41.3% |