Filed July 26, 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 9-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 | $316,813 | $57,281+453.1% | $86,612+265.8% | $75,163+321.5% |
| Participation rate | 88.5% | 63.2%+25.3pp | 71.7%+16.8pp | 67.2%+21.3pp |
| Annual return | 13.89% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $16,463 | $2,314+611.3% | $3,022+444.7% | $2,670+516.6% |
| Participant deferral / active EE | $11,228 | $3,318+238.4% | $4,438+153.0% | $4,125+172.2% |
| Admin fee / account holder | $92,256 | $4,112+2143.7% | $5,614+1543.3% | $5,651+1532.6% |