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 | $491,672 | $109,817+347.7% | $98,442+399.5% | $167,490+193.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.46% | 1956.69%-1944.2pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $12,935 | $3,224+301.2% | $2,960+337.0% | $4,837+167.4% |
| Participant deferral / active EE | $14,369 | $4,673+207.5% | $4,276+236.0% | $6,341+126.6% |
| Admin fee / account holder | $103,890 | $6,753+1438.5% | $5,949+1646.3% | $12,309+744.0% |