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 | $321,696 | $45,035+614.3% | $62,995+410.7% | $70,131+358.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.78% | 18.76%+2.0pp | 87.57%-66.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $701 | $2,051-65.8% | $2,759-74.6% | $2,342-70.1% |
| Participant deferral / active EE | $7,524 | $2,465+205.3% | $3,329+126.0% | $3,332+125.8% |
| Admin fee / account holder | $2,619 | $2,834-7.6% | $3,600-27.3% | $4,645-43.6% |