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 | $497,282 | $65,365+660.8% | $92,893+435.3% | $72,985+581.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.44% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $18,024 | $2,594+594.8% | $3,653+393.4% | $2,440+638.7% |
| Participant deferral / active EE | $7,744 | $3,128+147.5% | $4,236+82.8% | $3,607+114.7% |
| Admin fee / account holder | $31,946 | $4,251+651.4% | $5,794+451.4% | $5,124+523.4% |