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 | $446,058 | $100,852+342.3% | $90,404+393.4% | $158,922+180.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.06% | 1724.20%-1710.1pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $13,354 | $3,689+262.0% | $3,262+309.4% | $4,761+180.5% |
| Participant deferral / active EE | $13,248 | $4,348+204.7% | $3,963+234.3% | $5,982+121.5% |
| Admin fee / account holder | $2,167 | $6,501-66.7% | $5,611-61.4% | $11,246-80.7% |