Filed March 17, 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 | $472,735 | $110,094+329.4% | $151,611+211.8% | $68,494+590.2% |
| Participation rate | 95.7% | 84.0%+11.8pp | 87.5%+8.2pp | 67.9%+27.9pp |
| Annual return | -13.01% | -10.12%-2.9pp | 3.33%-16.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $18,877 | $4,471+322.3% | $6,166+206.2% | $2,596+627.1% |
| Participant deferral / active EE | $14,447 | $6,527+121.3% | $8,363+72.7% | $4,027+258.7% |
| Admin fee / account holder | $20,080 | $7,719+160.2% | $11,616+72.9% | $5,403+271.7% |