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 | $606,708 | $125,758+382.4% | $169,993+256.9% | $75,163+707.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.23% | 27.20%-5.0pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $16,208 | $4,615+251.2% | $6,785+138.9% | $2,670+507.1% |
| Participant deferral / active EE | $17,326 | $6,837+153.4% | $10,408+66.5% | $4,125+320.0% |
| Admin fee / account holder | $125,140 | $8,173+1431.1% | $12,815+876.5% | $5,651+2114.5% |