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 | $543,672 | $77,899+597.9% | $149,673+263.2% | $75,163+623.3% |
| Participation rate | 89.7% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.6pp |
| Annual return | 20.51% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $8,703 | $3,137+177.4% | $4,818+80.6% | $2,670+226.0% |
| Participant deferral / active EE | $18,424 | $3,411+440.1% | $5,680+224.4% | $4,125+346.6% |
| Admin fee / account holder | $22,901 | $5,956+284.5% | $13,210+73.4% | $5,651+305.3% |