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 | $259,208 | $99,640+160.1% | $86,436+199.9% | $134,475+92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 6782.58%-6798.0pp | 4394.89%-4410.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $7,218 | $4,400+64.0% | $3,769+91.5% | $4,740+52.3% |
| Participant deferral / active EE | $5,888 | $7,246-18.7% | $6,952-15.3% | $6,400-8.0% |
| Admin fee / account holder | $14,361 | $8,371+71.5% | $6,731+113.3% | $11,426+25.7% |