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 | $288,712 | $103,376+179.3% | $87,100+231.5% | $152,861+88.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.87% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $4,596 | $3,220+42.7% | $2,521+82.3% | $4,762-3.5% |
| Participant deferral / active EE | $13,726 | $4,778+187.3% | $4,049+239.0% | $5,850+134.6% |
| Admin fee / account holder | $2,279 | $12,205-81.3% | $7,497-69.6% | $11,596-80.3% |