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 | $400,065 | $183,519+118.0% | $155,509+157.3% | $145,922+174.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.76% | 61.17%-36.4pp | 64.67%-39.9pp | 561.29%-536.5pp |
| Employer contribution / active EE | $6,565 | $5,313+23.6% | $4,672+40.5% | $4,660+40.9% |
| Participant deferral / active EE | $7,629 | $6,462+18.1% | $5,626+35.6% | $6,688+14.1% |
| Admin fee / account holder | $813 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |