Filed January 6, 2006 (most recent of 2 filings on file)
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 | $278,246 | $160,055+73.8% | $140,016+98.7% | $135,375+105.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.96% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,123 | $6,420-20.2% | $5,606-8.6% | $4,779+7.2% |
| Participant deferral / active EE | $13,578 | $7,642+77.7% | $6,927+96.0% | $5,609+142.1% |
| Admin fee / account holder | $13,538 | $13,328+1.6% | $10,705+26.5% | $10,827+25.0% |