Filed January 23, 2006 (most recent of 3 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 | $436,852 | $165,335+164.2% | $149,696+191.8% | $158,922+174.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.45% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $25,397 | $5,103+397.7% | $4,644+446.8% | $4,761+433.4% |
| Participant deferral / active EE | $13,855 | $7,181+92.9% | $6,842+102.5% | $5,982+131.6% |
| Admin fee / account holder | $7,997 | $10,807-26.0% | $9,309-14.1% | $11,246-28.9% |