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 | $368,912 | $108,919+238.7% | $100,391+267.5% | $145,922+152.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,862 | $4,419+77.9% | $3,942+99.5% | $4,660+68.7% |
| Participant deferral / active EE | $6,623 | $8,445-21.6% | $8,082-18.1% | $6,688-1.0% |
| Admin fee / account holder | $14,291 | $9,689+47.5% | $7,899+80.9% | $13,397+6.7% |