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 | $328,365 | $105,126+212.4% | $94,646+246.9% | $139,434+135.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 38.03%-20.9pp | 156.71%-139.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,731 | $4,106+88.3% | $3,672+110.5% | $4,751+62.7% |
| Participant deferral / active EE | $6,612 | $7,599-13.0% | $7,418-10.9% | $6,710-1.5% |
| Admin fee / account holder | $1,734 | $8,984-80.7% | $7,231-76.0% | $11,403-84.8% |