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 | $276,088 | $64,707+326.7% | $112,228+146.0% | $68,494+303.1% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -16.42% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,570 | $2,746+284.9% | $3,635+190.8% | $2,596+307.1% |
| Participant deferral / active EE | $11,529 | $3,565+223.4% | $4,728+143.8% | $4,027+186.3% |
| Admin fee / account holder | $1,199 | $5,232-77.1% | $6,410-81.3% | $5,403-77.8% |