Filed May 20, 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 | $530,928 | $135,952+290.5% | $123,892+328.5% | $273,961+93.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.12% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $7,996 | $5,170+54.7% | $4,617+73.2% | $4,869+64.2% |
| Participant deferral / active EE | $10,151 | $6,343+60.0% | $5,984+69.6% | $5,287+92.0% |
| Admin fee / account holder | $236,982 | $9,817+2314.0% | $8,357+2735.8% | $10,132+2239.0% |