Filed July 26, 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 | $372,043 | $163,687+127.3% | $108,745+242.1% | $273,961+35.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 8.65% | 31.16%-22.5pp | 46.22%-37.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,817 | $4,711+65.9% | $3,323+135.2% | $4,869+60.6% |
| Participant deferral / active EE | $21,927 | $7,155+206.5% | $5,121+328.2% | $5,287+314.7% |
| Admin fee / account holder | $20,812 | $12,890+61.5% | $6,144+238.8% | $10,132+105.4% |