Filed September 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 | $645,735 | $171,865+275.7% | $149,718+331.3% | $147,584+337.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.31% | 2113.22%-2102.9pp | 1501.63%-1491.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $19,830 | $6,275+216.0% | $5,445+264.2% | $4,876+306.7% |
| Participant deferral / active EE | $19,830 | $7,271+172.7% | $6,569+201.9% | $5,439+264.6% |
| Admin fee / account holder | $9,202 | $13,799-33.3% | $11,283-18.4% | $10,885-15.5% |