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 | $403,912 | $99,020+307.9% | $86,590+366.5% | $147,584+173.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.19% | 1312.34%-1295.1pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $14,224 | $3,132+354.2% | $2,839+401.0% | $4,876+191.7% |
| Participant deferral / active EE | $11,317 | $3,972+184.9% | $3,609+213.6% | $5,439+108.1% |
| Admin fee / account holder | $3,319 | $5,710-41.9% | $4,906-32.3% | $10,885-69.5% |