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 | $277,203 | $76,000+264.7% | $154,107+79.9% | $64,186+331.9% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -2.63% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $11,499 | $3,351+243.2% | $5,298+117.1% | $2,381+383.0% |
| Participant deferral / active EE | $8,423 | $3,175+165.3% | $5,081+65.8% | $3,470+142.8% |
| Admin fee / account holder | $62,418 | $5,596+1015.4% | $13,411+365.4% | $4,888+1177.0% |