Filed February 21, 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 | $286,596 | $109,817+161.0% | $98,442+191.1% | $167,490+71.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 9.21% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $7,843 | $3,224+143.3% | $2,960+165.0% | $4,837+62.1% |
| Participant deferral / active EE | $7,338 | $4,673+57.0% | $4,276+71.6% | $6,341+15.7% |
| Admin fee / account holder | $74,409 | $6,753+1001.9% | $5,949+1150.7% | $12,309+504.5% |