Filed July 19, 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 | $253,951 | $97,044+161.7% | $83,333+204.7% | $135,375+87.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.17% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $6,529 | $4,143+57.6% | $3,379+93.2% | $4,779+36.6% |
| Participant deferral / active EE | $4,425 | $5,964-25.8% | $5,565-20.5% | $5,609-21.1% |
| Admin fee / account holder | $1,312 | $8,380-84.3% | $7,510-82.5% | $10,827-87.9% |