Filed July 15, 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 | $627,428 | $197,825+217.2% | $155,790+302.7% | $125,391+400.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -1.68% | 86.74%-88.4pp | 71.54%-73.2pp | 282.22%-283.9pp |
| Employer contribution / active EE | $30,788 | $4,847+535.2% | $3,836+702.6% | $4,866+532.7% |
| Participant deferral / active EE | $20,525 | $5,630+264.6% | $4,797+327.9% | $5,352+283.5% |
| Admin fee / account holder | $48,539 | $9,545+408.5% | $7,478+549.1% | $9,540+408.8% |