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 | $542,639 | $209,832+158.6% | $189,513+186.3% | $167,490+224.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 9.19% | 748.27%-739.1pp | 555.15%-546.0pp | 478.56%-469.4pp |
| Employer contribution / active EE | $5,961 | $6,914-13.8% | $6,162-3.3% | $4,837+23.2% |
| Participant deferral / active EE | $7,255 | $8,935-18.8% | $8,221-11.8% | $6,341+14.4% |
| Admin fee / account holder | $1,276 | $14,293-91.1% | $12,045-89.4% | $12,309-89.6% |