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 | $331,631 | $185,822+78.5% | $169,993+95.1% | $139,434+137.8% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 17.63% | 60.50%-42.9pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,484 | $7,590-1.4% | $6,785+10.3% | $4,751+57.5% |
| Participant deferral / active EE | $13,370 | $11,622+15.0% | $10,408+28.5% | $6,710+99.2% |
| Admin fee / account holder | $2,113 | $15,381-86.3% | $12,815-83.5% | $11,403-81.5% |