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 | $327,712 | $107,934+203.6% | $91,989+256.3% | $152,861+114.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.06% | 89.24%-67.2pp | 69.02%-47.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $6,610 | $4,210+57.0% | $3,452+91.5% | $4,762+38.8% |
| Participant deferral / active EE | $5,221 | $6,364-18.0% | $5,923-11.9% | $5,850-10.8% |
| Admin fee / account holder | $13,454 | $10,520+27.9% | $7,743+73.8% | $11,596+16.0% |