Filed July 12, 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 | $348,798 | $137,414+153.8% | $189,513+84.0% | $85,850+306.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 206.63% | 38.14%+168.5pp | 555.15%-348.5pp | 318.53%-111.9pp |
| Employer contribution / active EE | $11,114 | $4,344+155.8% | $6,162+80.4% | $2,565+333.3% |
| Participant deferral / active EE | $5,951 | $6,260-4.9% | $8,221-27.6% | $3,952+50.6% |
| Admin fee / account holder | $11,808 | $8,630+36.8% | $12,045-2.0% | $6,260+88.6% |