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 | $366,326 | $91,190+301.7% | $178,490+105.2% | $79,858+358.7% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 16.57% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $9,519 | $3,256+192.4% | $5,011+90.0% | $2,471+285.3% |
| Participant deferral / active EE | $6,227 | $3,236+92.4% | $5,202+19.7% | $3,740+66.5% |
| Admin fee / account holder | $15,434 | $6,751+128.6% | $13,984+10.4% | $5,306+190.9% |