Filed July 21, 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 | $279,680 | $54,705+411.2% | $71,209+292.8% | $84,808+229.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.54% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $11,151 | $2,158+416.8% | $2,721+309.8% | $2,631+323.8% |
| Participant deferral / active EE | $12,496 | $3,030+312.4% | $4,175+199.3% | $4,212+196.7% |
| Admin fee / account holder | $24,776 | $4,863+409.4% | $5,349+363.2% | $7,344+237.4% |