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 | $309,850 | $90,600+242.0% | $79,464+289.9% | $135,375+128.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.19% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,612 | $3,068+343.7% | $2,800+386.1% | $4,779+184.8% |
| Participant deferral / active EE | $11,236 | $4,050+177.4% | $3,704+203.4% | $5,609+100.3% |
| Admin fee / account holder | $1,992 | $5,907-66.3% | $5,113-61.0% | $10,827-81.6% |