Filed July 18, 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 | $304,482 | $58,234+422.9% | $81,783+272.3% | $80,874+276.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.50% | 41.70%-26.2pp | 775.05%-759.6pp | 35.62%-20.1pp |
| Employer contribution / active EE | $16,984 | $2,341+625.4% | $2,913+483.1% | $2,756+516.4% |
| Participant deferral / active EE | $9,931 | $3,283+202.5% | $4,320+129.9% | $4,297+131.1% |
| Admin fee / account holder | $5,468 | $4,982+9.8% | $7,380-25.9% | $6,935-21.2% |