Filed September 15, 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 | $255,990 | $93,571+173.6% | $135,903+88.4% | $75,163+240.6% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $12,523 | $3,537+254.1% | $4,856+157.9% | $2,670+369.0% |
| Participant deferral / active EE | $11,372 | $6,404+77.6% | $7,758+46.6% | $4,125+175.7% |
| Admin fee / account holder | $12,904 | $6,975+85.0% | $10,762+19.9% | $5,651+128.3% |