Filed February 3, 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 | $341,719 | $109,881+211.0% | $150,045+127.7% | $84,808+302.9% |
| Participation rate | 93.9% | 76.1%+17.8pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 14.36% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,815 | $3,561+35.2% | $4,693+2.6% | $2,631+83.0% |
| Participant deferral / active EE | $15,831 | $6,636+138.6% | $7,997+98.0% | $4,212+275.9% |
| Admin fee / account holder | $66,159 | $8,568+672.2% | $13,435+392.4% | $7,344+800.9% |