Filed February 3, 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 | $272,492 | $105,181+159.1% | $159,436+70.9% | $85,850+217.4% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.8%+7.4pp | 69.3%+20.9pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,610 | $3,318+8.8% | $4,829-25.2% | $2,565+40.7% |
| Participant deferral / active EE | $10,031 | $5,945+68.7% | $7,352+36.4% | $3,952+153.8% |
| Admin fee / account holder | $37,652 | $6,933+443.1% | $10,799+248.7% | $6,260+501.5% |