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 | $274,001 | $125,758+117.9% | $169,993+61.2% | $75,163+264.5% |
| Participation rate | 96.1% | 83.6%+12.5pp | 87.0%+9.1pp | 67.2%+28.9pp |
| Annual return | 16.41% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $11,123 | $4,615+141.0% | $6,785+63.9% | $2,670+316.6% |
| Participant deferral / active EE | $6,433 | $6,837-5.9% | $10,408-38.2% | $4,125+55.9% |
| Admin fee / account holder | $35,796 | $8,173+338.0% | $12,815+179.3% | $5,651+533.5% |