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 | $341,251 | $124,185+174.8% | $108,410+214.8% | $167,490+103.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 1379.64%-1366.0pp | 905.27%-891.7pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,814 | $4,187+62.8% | $3,558+91.5% | $4,837+40.9% |
| Participant deferral / active EE | $5,813 | $6,908-15.9% | $6,563-11.4% | $6,341-8.3% |
| Admin fee / account holder | $12,263 | $9,455+29.7% | $7,295+68.1% | $12,309-0.4% |