Filed July 20, 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 | $367,295 | $138,065+166.0% | $123,544+197.3% | $135,375+171.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.92% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $8,881 | $5,151+72.4% | $4,628+91.9% | $4,779+85.8% |
| Participant deferral / active EE | $4,760 | $6,799-30.0% | $6,426-25.9% | $5,609-15.1% |
| Admin fee / account holder | $158,697 | $10,916+1353.8% | $9,284+1609.4% | $10,827+1365.7% |