Filed February 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 | $255,950 | $197,591+29.5% | $177,821+43.9% | $158,922+61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.68% | 58.76%-43.1pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $9,196 | $6,697+37.3% | $5,918+55.4% | $4,761+93.2% |
| Participant deferral / active EE | $3,374 | $8,405-59.9% | $7,714-56.3% | $5,982-43.6% |
| Admin fee / account holder | $24,713 | $15,399+60.5% | $12,427+98.9% | $11,246+119.8% |