Filed February 21, 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 | $499,889 | $111,814+347.1% | $103,374+383.6% | $145,959+242.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.89%-8.7pp | 561.95%-545.7pp |
| Employer contribution / active EE | $9,335 | $4,214+121.5% | $3,869+141.3% | $4,661+100.3% |
| Participant deferral / active EE | $13,307 | $5,618+136.9% | $5,058+163.1% | $6,689+99.0% |
| Admin fee / account holder | $1,247 | $9,754-87.2% | $8,394-85.1% | $13,398-90.7% |