Filed January 23, 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 | $306,169 | $138,044+121.8% | $125,339+144.3% | $134,475+127.7% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $11,065 | $5,243+111.0% | $4,814+129.9% | $4,740+133.4% |
| Participant deferral / active EE | $11,809 | $7,799+51.4% | $7,446+58.6% | $6,400+84.5% |
| Admin fee / account holder | $14,714 | $11,571+27.2% | $10,010+47.0% | $11,426+28.8% |