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 | $269,985 | $57,354+370.7% | $83,848+222.0% | $64,186+320.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.10% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,624 | $2,545+42.4% | $3,631-0.2% | $2,381+52.2% |
| Participant deferral / active EE | $8,954 | $2,993+199.2% | $4,082+119.4% | $3,470+158.1% |
| Admin fee / account holder | $22,483 | $4,046+455.7% | $5,478+310.4% | $4,888+360.0% |