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 | $256,231 | $99,020+158.8% | $86,590+195.9% | $147,584+73.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.49% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $14,600 | $3,132+366.2% | $2,839+414.2% | $4,876+199.4% |
| Participant deferral / active EE | $10,440 | $3,972+162.8% | $3,609+189.3% | $5,439+91.9% |
| Admin fee / account holder | $3,664 | $5,710-35.8% | $4,906-25.3% | $10,885-66.3% |