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 | $896,092 | $183,519+388.3% | $155,509+476.2% | $145,922+514.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.27% | 61.17%-33.9pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $21,100 | $5,313+297.2% | $4,672+351.6% | $4,660+352.8% |
| Participant deferral / active EE | $10,809 | $6,462+67.3% | $5,626+92.1% | $6,688+61.6% |
| Admin fee / account holder | $3,275 | $19,313-83.0% | $15,912-79.4% | $13,397-75.6% |