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 | $392,157 | $167,483+134.1% | $115,752+238.8% | $147,584+165.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 8.27% | 12.11%-3.8pp | 19.41%-11.1pp | 578.55%-570.3pp |
| Employer contribution / active EE | $9,419 | $4,960+89.9% | $3,492+169.7% | $4,876+93.2% |
| Participant deferral / active EE | $9,066 | $7,037+28.8% | $5,204+74.2% | $5,439+66.7% |
| Admin fee / account holder | $17,850 | $13,069+36.6% | $6,278+184.3% | $10,885+64.0% |