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 | $274,541 | $73,933+271.3% | $96,683+184.0% | $75,163+265.3% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 14.08% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $8,514 | $2,928+190.8% | $3,737+127.9% | $2,670+218.9% |
| Participant deferral / active EE | $6,653 | $3,659+81.8% | $4,878+36.4% | $4,125+61.3% |
| Admin fee / account holder | $16,257 | $5,216+211.7% | $6,730+141.6% | $5,651+187.7% |