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 | $424,777 | $63,346+570.6% | $92,233+360.5% | $70,131+505.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.47% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $16,032 | $2,471+548.8% | $3,679+335.7% | $2,342+584.4% |
| Participant deferral / active EE | $5,998 | $2,854+110.2% | $3,897+53.9% | $3,332+80.0% |
| Admin fee / account holder | $2,739 | $3,840-28.7% | $5,194-47.3% | $4,645-41.0% |