Filed May 8, 2006 (most recent of 4 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 | $251,395 | $86,286+191.4% | $111,297+125.9% | $85,850+192.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 19.63% | 19.99%-0.4pp | 54.65%-35.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,021 | $2,043-1.1% | $2,731-26.0% | $2,565-21.2% |
| Participant deferral / active EE | $7,426 | $3,641+104.0% | $4,487+65.5% | $3,952+87.9% |
| Admin fee / account holder | $25,651 | $8,188+213.3% | $7,964+222.1% | $6,260+309.8% |