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 | $274,270 | $209,832+30.7% | $189,513+44.7% | $167,490+63.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $7,730 | $6,914+11.8% | $6,162+25.5% | $4,837+59.8% |
| Participant deferral / active EE | $3,737 | $8,935-58.2% | $8,221-54.5% | $6,341-41.1% |
| Admin fee / account holder | $65,360 | $14,293+357.3% | $12,045+442.6% | $12,309+431.0% |