Filed June 30, 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 | $280,514 | $209,832+33.7% | $189,513+48.0% | $167,490+67.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.20% | 748.27%-736.1pp | 555.15%-542.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $17,640 | $6,914+155.1% | $6,162+186.3% | $4,837+264.7% |
| Participant deferral / active EE | $9,067 | $8,935+1.5% | $8,221+10.3% | $6,341+43.0% |
| Admin fee / account holder | $542 | $14,293-96.2% | $12,045-95.5% | $12,309-95.6% |