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 | $644,807 | $175,202+268.0% | $149,673+330.8% | $139,434+362.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.46% | 166.71%-128.2pp | 134.42%-96.0pp | 372.94%-334.5pp |
| Employer contribution / active EE | $17,092 | $5,474+212.2% | $4,818+254.8% | $4,751+259.8% |
| Participant deferral / active EE | $8,616 | $6,519+32.2% | $5,680+51.7% | $6,710+28.4% |
| Admin fee / account holder | $1,441 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |