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 | $633,212 | $81,248+679.4% | $155,509+307.2% | $80,856+683.1% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 17.33% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $9,289 | $3,100+199.6% | $4,672+98.8% | $2,755+237.2% |
| Participant deferral / active EE | $19,733 | $3,452+471.7% | $5,626+250.7% | $4,296+359.4% |
| Admin fee / account holder | $14,762 | $7,997+84.6% | $15,912-7.2% | $6,918+113.4% |