Filed July 27, 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 | $351,865 | $217,402+61.8% | $185,823+89.4% | $167,490+110.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.73% | 148.36%-118.6pp | 122.05%-92.3pp | 478.56%-448.8pp |
| Employer contribution / active EE | $4,932 | $5,873-16.0% | $5,167-4.6% | $4,837+1.9% |
| Participant deferral / active EE | $3,910 | $6,356-38.5% | $5,568-29.8% | $6,341-38.3% |
| Admin fee / account holder | $16,738 | $19,811-15.5% | $16,237+3.1% | $12,309+36.0% |