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 | $826,227 | $176,812+367.3% | $146,665+463.3% | $167,490+393.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.97% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $13,961 | $5,160+170.6% | $4,136+237.5% | $4,837+188.6% |
| Participant deferral / active EE | $19,101 | $6,440+196.6% | $5,506+246.9% | $6,341+201.2% |
| Admin fee / account holder | $24,737 | $13,259+86.6% | $10,280+140.6% | $12,309+101.0% |