Filed June 14, 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 | $421,753 | $197,591+113.4% | $177,821+137.2% | $158,922+165.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.88% | 58.76%-42.9pp | 48.32%-32.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $20,702 | $6,697+209.1% | $5,918+249.8% | $4,761+334.8% |
| Participant deferral / active EE | $16,073 | $8,405+91.2% | $7,714+108.4% | $5,982+168.7% |
| Admin fee / account holder | $52,473 | $15,399+240.7% | $12,427+322.2% | $11,246+366.6% |