Filed July 15, 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 | $464,967 | $137,414+238.4% | $189,513+145.3% | $85,850+441.6% |
| Participation rate | 94.4% | 84.6%+9.8pp | 87.8%+6.6pp | 69.3%+25.1pp |
| Annual return | 16.61% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $11,274 | $4,344+159.5% | $6,162+83.0% | $2,565+339.5% |
| Participant deferral / active EE | $8,722 | $6,260+39.3% | $8,221+6.1% | $3,952+120.7% |
| Admin fee / account holder | $7,088 | $8,630-17.9% | $12,045-41.2% | $6,260+13.2% |