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 | $295,645 | $72,277+309.0% | $101,248+192.0% | $79,858+270.2% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.8%+14.7pp | 69.6%+20.8pp |
| Annual return | 13.12% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,469 | $2,692-8.3% | $3,660-32.5% | $2,471-0.1% |
| Participant deferral / active EE | $6,538 | $3,282+99.2% | $4,370+49.6% | $3,740+74.8% |
| Admin fee / account holder | $6,189 | $4,400+40.6% | $5,945+4.1% | $5,306+16.6% |