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 | $341,314 | $73,933+361.7% | $96,683+253.0% | $75,163+354.1% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.7pp | 67.2%+30.9pp |
| Annual return | 18.82% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $8,875 | $2,928+203.1% | $3,737+137.5% | $2,670+232.4% |
| Participant deferral / active EE | $12,271 | $3,659+235.4% | $4,878+151.5% | $4,125+197.5% |
| Admin fee / account holder | $1,232 | $5,216-76.4% | $6,730-81.7% | $5,651-78.2% |