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 | $512,336 | $149,679+242.3% | $117,039+337.7% | $147,584+247.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.49% | 19.31%-3.8pp | 18.95%-3.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $5,988 | $4,937+21.3% | $3,785+58.2% | $4,876+22.8% |
| Participant deferral / active EE | $21,750 | $4,912+342.8% | $3,929+453.5% | $5,439+299.9% |
| Admin fee / account holder | $4,854 | $7,856-38.2% | $5,974-18.8% | $10,885-55.4% |