Filed May 2, 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 | $434,036 | $72,177+501.4% | $115,037+277.3% | $59,632+627.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.23% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $11,772 | $2,841+314.3% | $4,608+155.5% | $2,203+434.5% |
| Participant deferral / active EE | $8,557 | $4,783+78.9% | $6,026+42.0% | $3,192+168.1% |
| Admin fee / account holder | $18,379 | $4,927+273.0% | $8,175+124.8% | $4,297+327.7% |