Filed February 25, 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 | $471,116 | $140,588+235.1% | $123,104+282.7% | $125,391+275.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.68% | 16.80%-16.1pp | 13.22%-12.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $22,310 | $6,041+269.3% | $5,151+333.1% | $4,866+358.5% |
| Participant deferral / active EE | $10,493 | $6,980+50.3% | $6,230+68.4% | $5,352+96.1% |
| Admin fee / account holder | $22,438 | $11,198+100.4% | $9,015+148.9% | $9,540+135.2% |