Filed August 1, 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 | $1,386,854 | $202,318+585.5% | $172,739+702.9% | $152,861+807.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 69.30% | 1029.65%-960.3pp | 802.84%-733.5pp | 345.32%-276.0pp |
| Employer contribution / active EE | $31,407 | $5,856+436.3% | $5,143+510.7% | $4,762+559.5% |
| Participant deferral / active EE | $18,240 | $5,948+206.7% | $5,198+250.9% | $5,850+211.8% |
| Admin fee / account holder | $192,257 | $17,109+1023.7% | $13,954+1277.8% | $11,596+1557.9% |