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 | $433,467 | $209,411+107.0% | $178,490+142.9% | $158,922+172.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.22% | 188.75%-152.5pp | 151.07%-114.9pp | 302.83%-266.6pp |
| Employer contribution / active EE | $20,796 | $5,706+264.4% | $5,011+315.1% | $4,761+336.8% |
| Participant deferral / active EE | $12,958 | $5,954+117.6% | $5,202+149.1% | $5,982+116.6% |
| Admin fee / account holder | $71,410 | $17,074+318.2% | $13,984+410.7% | $11,246+535.0% |