Filed October 17, 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 | $309,576 | $78,672+293.5% | $109,143+183.6% | $85,850+260.6% |
| Participation rate | 98.1% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.8pp |
| Annual return | 14.37% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $10,119 | $2,735+270.0% | $3,722+171.9% | $2,565+294.5% |
| Participant deferral / active EE | $10,881 | $3,467+213.8% | $4,653+133.8% | $3,952+175.4% |
| Admin fee / account holder | $1,467 | $5,469-73.2% | $6,752-78.3% | $6,260-76.6% |