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 | $282,685 | $86,944+225.1% | $107,525+162.9% | $74,304+280.4% |
| Participation rate | 97.1% | 59.6%+37.5pp | 75.1%+22.0pp | 60.3%+36.7pp |
| Annual return | 13.41% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $17,952 | $2,757+551.2% | $3,754+378.3% | $2,241+701.0% |
| Participant deferral / active EE | $7,660 | $3,554+115.5% | $5,116+49.7% | $3,767+103.3% |
| Admin fee / account holder | $25,589 | $3,727+586.7% | $8,919+186.9% | $2,969+761.9% |