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 | $556,313 | $167,484+232.2% | $151,611+266.9% | $134,475+313.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.92% | 7.80%-13.7pp | 3.33%-9.3pp | 417.96%-423.9pp |
| Employer contribution / active EE | $14,858 | $6,829+117.6% | $6,166+141.0% | $4,740+213.5% |
| Participant deferral / active EE | $9,306 | $8,986+3.6% | $8,363+11.3% | $6,400+45.4% |
| Admin fee / account holder | $14,607 | $13,783+6.0% | $11,616+25.7% | $11,426+27.8% |