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 | $819,065 | $142,344+475.4% | $119,609+584.8% | $134,475+509.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | -12.44%0pp | -14.97%+2.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $19,121 | $5,222+266.2% | $4,232+351.8% | $4,740+303.4% |
| Participant deferral / active EE | $23,542 | $6,469+263.9% | $5,602+320.2% | $6,400+267.9% |
| Admin fee / account holder | $5,525 | $13,584-59.3% | $10,323-46.5% | $11,426-51.6% |