Filed December 14, 2006
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 | $444,348 | $52,681+743.5% | $75,781+486.4% | $59,632+645.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.62% | 2.95%-2.3pp | 9.68%-9.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $17,670 | $2,193+705.6% | $3,323+431.7% | $2,203+702.3% |
| Participant deferral / active EE | $6,575 | $2,591+153.8% | $3,651+80.1% | $3,192+106.0% |
| Admin fee / account holder | $102,129 | $3,610+2729.3% | $5,299+1827.3% | $4,297+2276.8% |