Filed March 2, 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 | $336,302 | $86,286+289.8% | $111,297+202.2% | $85,850+291.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.06% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $6,412 | $2,043+213.8% | $2,731+134.8% | $2,565+150.0% |
| Participant deferral / active EE | $8,001 | $3,641+119.8% | $4,487+78.3% | $3,952+102.5% |
| Admin fee / account holder | $10,724 | $8,188+31.0% | $7,964+34.7% | $6,260+71.3% |