Filed December 7, 2006 (most recent of 2 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 | $255,292 | $201,272+26.8% | $184,203+38.6% | $145,922+75.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 29.00%-12.6pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,956 | $7,022-15.2% | $6,427-7.3% | $4,660+27.8% |
| Participant deferral / active EE | $14,785 | $9,806+50.8% | $9,131+61.9% | $6,688+121.1% |
| Admin fee / account holder | $35,219 | $16,364+115.2% | $13,901+153.4% | $13,397+162.9% |