Filed May 10, 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 | $475,900 | $152,587+211.9% | $125,175+280.2% | $152,861+211.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.08% | 54.84%-29.8pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $15,483 | $4,946+213.0% | $3,865+300.6% | $4,762+225.1% |
| Participant deferral / active EE | $17,139 | $5,868+192.1% | $4,937+247.2% | $5,850+193.0% |
| Admin fee / account holder | $46,528 | $13,434+246.3% | $9,702+379.6% | $11,596+301.2% |