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 | $650,088 | $123,793+425.1% | $177,821+265.6% | $79,858+714.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 33.60% | 22.82%+10.8pp | 48.32%-14.7pp | 31.71%+1.9pp |
| Employer contribution / active EE | $7,465 | $4,095+82.3% | $5,918+26.1% | $2,471+202.1% |
| Participant deferral / active EE | $15,381 | $5,956+158.2% | $7,714+99.4% | $3,740+311.2% |
| Admin fee / account holder | $9,800 | $7,243+35.3% | $12,427-21.1% | $5,306+84.7% |