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 | $422,003 | $49,227+757.3% | $70,449+499.0% | $79,858+428.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.53% | 30.06%-11.5pp | 109.03%-90.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $756 | $2,099-64.0% | $2,737-72.4% | $2,471-69.4% |
| Participant deferral / active EE | $10,335 | $2,768+273.4% | $3,709+178.7% | $3,740+176.3% |
| Admin fee / account holder | $1,350 | $2,878-53.1% | $3,845-64.9% | $5,306-74.6% |