Filed March 31, 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 | $1,211,759 | $92,703+1207.1% | $82,719+1364.9% | $134,475+801.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.01% | 944.92%-954.9pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $34,583 | $3,274+956.4% | $3,009+1049.4% | $4,740+629.7% |
| Participant deferral / active EE | $27,667 | $4,802+476.1% | $4,395+529.5% | $6,400+332.3% |
| Admin fee / account holder | $16,679 | $5,983+178.8% | $5,329+213.0% | $11,426+46.0% |