Filed February 21, 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 8-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 | $288,167 | $98,240+193.3% | $82,313+250.1% | $147,584+95.3% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 13.82% | 30.85%-17.0pp | 25.88%-12.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $5,400 | $3,192+69.2% | $2,428+122.4% | $4,876+10.7% |
| Participant deferral / active EE | $14,059 | $4,383+220.7% | $3,706+279.3% | $5,439+158.5% |
| Admin fee / account holder | $20,034 | $8,563+134.0% | $5,608+257.2% | $10,885+84.0% |