Filed May 8, 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 | $426,961 | $183,519+132.7% | $155,509+174.6% | $145,922+192.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $20,278 | $5,313+281.7% | $4,672+334.0% | $4,660+335.2% |
| Participant deferral / active EE | $26,409 | $6,462+308.7% | $5,626+369.4% | $6,688+294.9% |
| Admin fee / account holder | $265,585 | $19,313+1275.2% | $15,912+1569.1% | $13,397+1882.4% |