Filed January 6, 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 | $445,315 | $105,181+323.4% | $159,436+179.3% | $85,850+418.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 13.92% | 45.07%-31.2pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $15,038 | $3,318+353.2% | $4,829+211.4% | $2,565+486.3% |
| Participant deferral / active EE | $12,379 | $5,945+108.2% | $7,352+68.4% | $3,952+213.2% |
| Admin fee / account holder | $34,849 | $6,933+402.6% | $10,799+222.7% | $6,260+456.7% |