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 | $650,990 | $232,540+179.9% | $185,117+251.7% | $147,584+341.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.82% | 43.03%-32.2pp | 40.50%-29.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $32,553 | $5,195+526.6% | $4,182+678.5% | $4,876+567.6% |
| Participant deferral / active EE | $21,200 | $5,834+263.4% | $5,045+320.2% | $5,439+289.8% |
| Admin fee / account holder | $193,390 | $10,275+1782.1% | $8,159+2270.2% | $10,885+1676.6% |