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 | $260,457 | $64,707+302.5% | $112,228+132.1% | $68,494+280.3% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | -12.07% | -11.40%-0.7pp | 27.45%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $12,897 | $2,746+369.7% | $3,635+254.8% | $2,596+396.7% |
| Participant deferral / active EE | $8,027 | $3,565+125.2% | $4,728+69.8% | $4,027+99.3% |
| Admin fee / account holder | $68,774 | $5,232+1214.5% | $6,410+972.9% | $5,403+1173.0% |