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 | $856,476 | $138,347+519.1% | $184,203+365.0% | $80,856+959.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 38.28% | 20.02%+18.3pp | 28.81%+9.5pp | 35.59%+2.7pp |
| Employer contribution / active EE | $17,304 | $4,850+256.7% | $6,427+169.2% | $2,755+528.1% |
| Participant deferral / active EE | $17,642 | $7,071+149.5% | $9,131+93.2% | $4,296+310.7% |
| Admin fee / account holder | $54,755 | $10,483+422.3% | $13,901+293.9% | $6,918+691.5% |