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 | $299,615 | $70,475+325.1% | $100,516+198.1% | $79,858+275.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.47% | 21.90%-7.4pp | 30.89%-16.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $7,900 | $2,165+265.0% | $3,418+131.2% | $2,471+219.7% |
| Participant deferral / active EE | $7,158 | $5,181+38.2% | $6,270+14.2% | $3,740+91.4% |
| Admin fee / account holder | $11,487 | $4,478+156.5% | $8,081+42.1% | $5,306+116.5% |