Filed January 28, 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 | $261,701 | $39,122+568.9% | $57,179+357.7% | $62,891+316.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.02% | 9.23%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $662 | $1,874-64.7% | $2,682-75.3% | $2,281-71.0% |
| Participant deferral / active EE | $7,143 | $2,374+200.9% | $3,096+130.7% | $3,203+123.0% |
| Admin fee / account holder | $16,208 | $2,592+525.3% | $3,139+416.3% | $4,296+277.3% |