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 | $475,430 | $91,019+422.3% | $392,568+21.1% | $72,985+551.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 23.37% | 20.00%+3.4pp | 24.42%-1.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $6,661 | $2,751+142.1% | $3,783+76.1% | $2,440+173.0% |
| Participant deferral / active EE | $13,992 | $4,570+206.2% | $5,985+133.8% | $3,607+287.9% |
| Admin fee / account holder | $59,304 | $4,895+1111.5% | $6,260+847.4% | $5,124+1057.3% |