Filed March 19, 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 | $439,049 | $84,233+421.2% | $170,442+157.6% | $70,131+526.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 117.16% | 23.06%+94.1pp | 205.93%-88.8pp | 73.14%+44.0pp |
| Employer contribution / active EE | $8,409 | $3,387+148.3% | $5,433+54.8% | $2,342+259.0% |
| Participant deferral / active EE | $6,379 | $3,086+106.7% | $4,939+29.1% | $3,332+91.5% |
| Admin fee / account holder | $4,555 | $5,698-20.1% | $13,880-67.2% | $4,645-1.9% |