Filed January 10, 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 | $266,897 | $144,119+85.2% | $117,854+126.5% | $147,584+80.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.10% | 531.15%-516.0pp | 335.08%-320.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,535 | $4,896-27.8% | $3,786-6.6% | $4,876-27.5% |
| Participant deferral / active EE | $9,413 | $5,316+77.1% | $4,482+110.0% | $5,439+73.1% |
| Admin fee / account holder | $65,215 | $10,886+499.1% | $8,020+713.2% | $10,885+499.1% |