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 | $376,412 | $115,882+224.8% | $100,516+274.5% | $158,922+136.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.28% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $7,857 | $4,103+91.5% | $3,418+129.9% | $4,761+65.0% |
| Participant deferral / active EE | $6,452 | $6,674-3.3% | $6,270+2.9% | $5,982+7.9% |
| Admin fee / account holder | $13,910 | $10,995+26.5% | $8,081+72.1% | $11,246+23.7% |