Filed September 19, 2006 (most recent of 5 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 | $391,654 | $76,401+412.6% | $106,387+268.1% | $64,186+510.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -4.66% | -2.19%-2.5pp | 0.25%-4.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,402 | $2,680+138.9% | $3,520+81.9% | $2,381+168.9% |
| Participant deferral / active EE | $13,171 | $4,274+208.2% | $5,421+142.9% | $3,470+279.6% |
| Admin fee / account holder | $17,258 | $4,610+274.3% | $7,510+129.8% | $4,888+253.1% |