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 | $647,037 | $177,572+264.4% | $154,803+318.0% | $142,382+354.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 62.03% | 65.07%-3.0pp | 58.88%+3.1pp | 217.08%-155.0pp |
| Employer contribution / active EE | $5,630 | $4,810+17.0% | $4,305+30.8% | $4,299+31.0% |
| Participant deferral / active EE | $7,698 | $6,272+22.7% | $5,540+38.9% | $6,507+18.3% |
| Admin fee / account holder | $14,518 | $16,786-13.5% | $14,329+1.3% | $12,624+15.0% |