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 | $850,037 | $177,572+378.7% | $154,803+449.1% | $142,382+497.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.84% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $21,098 | $4,810+338.6% | $4,305+390.0% | $4,299+390.8% |
| Participant deferral / active EE | $10,375 | $6,272+65.4% | $5,540+87.3% | $6,507+59.4% |
| Admin fee / account holder | $180,713 | $16,786+976.6% | $14,329+1161.2% | $12,624+1331.5% |