Filed April 27, 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 | $466,908 | $146,267+219.2% | $197,124+136.9% | $82,448+466.3% |
| Participation rate | 91.5% | 84.0%+7.5pp | 86.7%+4.8pp | 68.1%+23.5pp |
| Annual return | 15.91% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,556 | $4,723+38.8% | $6,227+5.3% | $2,551+157.0% |
| Participant deferral / active EE | $19,794 | $7,035+181.4% | $9,135+116.7% | $4,139+378.2% |
| Admin fee / account holder | $22,817 | $14,422+58.2% | $16,298+40.0% | $7,234+215.4% |