Filed February 21, 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 | $252,225 | $63,355+298.1% | $91,989+174.2% | $72,985+245.6% |
| Participation rate | 96.7% | 72.5%+24.1pp | 78.6%+18.0pp | 69.5%+27.2pp |
| Annual return | 19.55% | 35.35%-15.8pp | 69.02%-49.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $7,427 | $2,116+251.1% | $3,452+115.2% | $2,440+204.4% |
| Participant deferral / active EE | $6,682 | $4,883+36.9% | $5,923+12.8% | $3,607+85.2% |
| Admin fee / account holder | $39,575 | $4,668+747.8% | $7,743+411.1% | $5,124+672.3% |