Filed January 31, 2006 (most recent of 4 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 9-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 | $432,738 | $77,634+457.4% | $156,549+176.4% | $62,891+588.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 15.64% | 50.32%-34.7pp | 32.23%-16.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $29,716 | $3,444+762.9% | $5,501+440.2% | $2,281+1202.8% |
| Participant deferral / active EE | $15,229 | $3,045+400.1% | $4,871+212.6% | $3,203+375.5% |
| Admin fee / account holder | $32,474 | $5,561+484.0% | $13,027+149.3% | $4,296+656.0% |