Filed June 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 | $513,786 | $109,817+367.9% | $98,442+421.9% | $167,490+206.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.14% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $9,382 | $3,224+191.0% | $2,960+217.0% | $4,837+93.9% |
| Participant deferral / active EE | $16,108 | $4,673+244.7% | $4,276+276.7% | $6,341+154.0% |
| Admin fee / account holder | $133,321 | $6,753+1874.4% | $5,949+2141.0% | $12,309+983.1% |