Filed September 2, 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 | $739,283 | $214,378+244.9% | $200,582+268.6% | $142,382+419.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 49.07% | 46.41%+2.7pp | 42.33%+6.7pp | 217.08%-168.0pp |
| Employer contribution / active EE | $28,737 | $6,841+320.0% | $6,419+347.7% | $4,299+568.4% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $71,848 | $17,692+306.1% | $16,305+340.7% | $12,624+469.2% |