Filed January 13, 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 | $267,847 | $80,673+232.0% | $101,326+164.3% | $84,808+215.8% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 15.15% | 38.95%-23.8pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,013 | $2,698+122.9% | $3,665+64.0% | $2,631+128.5% |
| Participant deferral / active EE | $5,948 | $6,840-13.1% | $7,994-25.6% | $4,212+41.2% |
| Admin fee / account holder | $25,456 | $12,784+99.1% | $11,185+127.6% | $7,344+246.6% |