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 | $406,391 | $57,354+608.6% | $83,848+384.7% | $64,186+533.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.06% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $14,191 | $2,545+457.5% | $3,631+290.8% | $2,381+496.0% |
| Participant deferral / active EE | $5,931 | $2,993+98.1% | $4,082+45.3% | $3,470+70.9% |
| Admin fee / account holder | $13,277 | $4,046+228.2% | $5,478+142.4% | $4,888+171.6% |