Filed June 14, 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 | $451,954 | $160,055+182.4% | $140,016+222.8% | $135,375+233.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -4.37% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $8,542 | $6,420+33.0% | $5,606+52.4% | $4,779+78.7% |
| Participant deferral / active EE | $10,755 | $7,642+40.7% | $6,927+55.3% | $5,609+91.7% |
| Admin fee / account holder | $675 | $13,328-94.9% | $10,705-93.7% | $10,827-93.8% |