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 | $384,722 | $81,460+372.3% | $103,333+272.3% | $80,856+375.8% |
| Participation rate | 96.1% | 66.8%+29.2pp | 74.5%+21.6pp | 67.6%+28.4pp |
| Annual return | 13.88% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $11,702 | $3,105+276.9% | $3,868+202.5% | $2,755+324.8% |
| Participant deferral / active EE | $14,104 | $3,869+264.6% | $5,057+178.9% | $4,296+228.3% |
| Admin fee / account holder | $32,270 | $6,566+391.4% | $8,355+286.2% | $6,918+366.5% |