Filed November 13, 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 | $251,656 | $100,041+151.6% | $149,718+68.1% | $70,131+258.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.19% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $14,195 | $3,662+287.7% | $5,445+160.7% | $2,342+506.0% |
| Participant deferral / active EE | $12,411 | $4,983+149.1% | $6,569+88.9% | $3,332+272.5% |
| Admin fee / account holder | $11,418 | $8,286+37.8% | $11,283+1.2% | $4,645+145.8% |