Filed March 8, 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 9-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 | $2,677,211 | $177,572+1407.7% | $154,803+1629.4% | $142,382+1780.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.79% | 65.07%-28.3pp | 58.88%-22.1pp | 217.08%-180.3pp |
| Employer contribution / active EE | $46,661 | $4,810+870.0% | $4,305+983.8% | $4,299+985.4% |
| Participant deferral / active EE | $26,132 | $6,272+316.7% | $5,540+371.6% | $6,507+301.6% |
| Admin fee / account holder | $87,461 | $16,786+421.0% | $14,329+510.4% | $12,624+592.8% |