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 | $275,558 | $86,929+217.0% | $102,423+169.0% | $80,856+240.8% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 22.59% | 18.88%+3.7pp | 29.32%-6.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $2,204 | $2,369-7.0% | $3,023-27.1% | $2,755-20.0% |
| Participant deferral / active EE | $8,472 | $4,118+105.7% | $5,053+67.7% | $4,296+97.2% |
| Admin fee / account holder | $23,203 | $8,049+188.3% | $9,451+145.5% | $6,918+235.4% |