Filed February 22, 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 | $420,491 | $85,202+393.5% | $172,739+143.4% | $72,985+476.1% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 23.84% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $6,794 | $3,324+104.4% | $5,143+32.1% | $2,440+178.5% |
| Participant deferral / active EE | $15,344 | $3,260+370.7% | $5,198+195.2% | $3,607+325.4% |
| Admin fee / account holder | $42,303 | $5,884+619.0% | $13,954+203.2% | $5,124+725.5% |