Filed May 14, 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 | $346,762 | $84,233+311.7% | $170,442+103.4% | $70,131+394.4% |
| Participation rate | 87.8% | 70.8%+17.0pp | 83.6%+4.2pp | 69.5%+18.3pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $9,744 | $3,387+187.7% | $5,433+79.4% | $2,342+316.0% |
| Participant deferral / active EE | $7,012 | $3,086+127.2% | $4,939+42.0% | $3,332+110.5% |
| Admin fee / account holder | $3,182 | $5,698-44.2% | $13,880-77.1% | $4,645-31.5% |