Filed January 6, 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 | $873,118 | $91,190+857.5% | $178,490+389.2% | $79,858+993.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.62% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $18,378 | $3,256+464.5% | $5,011+266.8% | $2,471+643.8% |
| Participant deferral / active EE | $14,923 | $3,236+361.1% | $5,202+186.9% | $3,740+299.0% |
| Admin fee / account holder | $76,437 | $6,751+1032.2% | $13,984+446.6% | $5,306+1340.5% |