Filed July 29, 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 | $351,749 | $109,817+220.3% | $98,442+257.3% | $167,490+110.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.71% | 1956.69%-1938.0pp | 1492.73%-1474.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $20,355 | $3,224+531.4% | $2,960+587.7% | $4,837+320.8% |
| Participant deferral / active EE | $20,355 | $4,673+335.6% | $4,276+376.0% | $6,341+221.0% |
| Admin fee / account holder | $12,035 | $6,753+78.2% | $5,949+102.3% | $12,309-2.2% |