Filed January 6, 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 | $290,819 | $167,484+73.6% | $151,611+91.8% | $134,475+116.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 6.63% | 7.80%-1.2pp | 3.33%+3.3pp | 417.96%-411.3pp |
| Employer contribution / active EE | $6,955 | $6,829+1.8% | $6,166+12.8% | $4,740+46.7% |
| Participant deferral / active EE | $10,165 | $8,986+13.1% | $8,363+21.5% | $6,400+58.8% |
| Admin fee / account holder | $92,827 | $13,783+573.5% | $11,616+699.1% | $11,426+712.4% |