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 | $257,287 | $76,000+238.5% | $154,107+67.0% | $64,186+300.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.69% | 30.32%-32.0pp | 735.12%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $10,778 | $3,351+221.7% | $5,298+103.5% | $2,381+352.7% |
| Participant deferral / active EE | $6,700 | $3,175+111.0% | $5,081+31.9% | $3,470+93.1% |
| Admin fee / account holder | $161,310 | $5,596+2782.5% | $13,411+1102.8% | $4,888+3200.1% |