Filed October 10, 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 | $269,120 | $108,825+147.3% | $156,181+72.3% | $82,448+226.4% |
| Participation rate | 91.1% | 72.4%+18.7pp | 78.8%+12.3pp | 68.1%+23.0pp |
| Annual return | 15.14% | 20.59%-5.5pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,978 | $2,870-31.1% | $4,294-53.9% | $2,551-22.5% |
| Participant deferral / active EE | $5,675 | $4,577+24.0% | $6,132-7.4% | $4,139+37.1% |
| Admin fee / account holder | $24,900 | $9,341+166.6% | $14,586+70.7% | $7,234+244.2% |