Filed May 18, 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 | $279,666 | $63,346+341.5% | $92,233+203.2% | $70,131+298.8% |
| Participation rate | 98.6% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.1pp |
| Annual return | 13.16% | 530.12%-517.0pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $10,707 | $2,471+333.3% | $3,679+191.0% | $2,342+357.1% |
| Participant deferral / active EE | $7,755 | $2,854+171.7% | $3,897+99.0% | $3,332+132.8% |
| Admin fee / account holder | $11,273 | $3,840+193.6% | $5,194+117.1% | $4,645+142.7% |