Filed April 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 | $420,089 | $160,055+162.5% | $140,016+200.0% | $135,375+210.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.36% | 911.38%-911.0pp | 651.12%-650.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $15,568 | $6,420+142.5% | $5,606+177.7% | $4,779+225.8% |
| Participant deferral / active EE | $10,239 | $7,642+34.0% | $6,927+47.8% | $5,609+82.5% |
| Admin fee / account holder | $4,159 | $13,328-68.8% | $10,705-61.1% | $10,827-61.6% |