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 | $420,901 | $183,963+128.8% | $162,163+159.6% | $152,861+175.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.46% | 150.76%-132.3pp | 115.59%-97.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $14,027 | $6,371+120.2% | $5,614+149.9% | $4,762+194.5% |
| Participant deferral / active EE | $7,379 | $8,034-8.2% | $7,298+1.1% | $5,850+26.1% |
| Admin fee / account holder | $3,487 | $13,121-73.4% | $10,843-67.8% | $11,596-69.9% |