Filed October 19, 2006
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 | $455,617 | $154,117+195.6% | $129,995+250.5% | $139,434+226.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 32.48%-21.9pp | -137.18%+147.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,266 | $5,289-38.3% | $4,320-24.4% | $4,751-31.3% |
| Participant deferral / active EE | $20,192 | $6,710+200.9% | $5,820+246.9% | $6,710+200.9% |
| Admin fee / account holder | $17,309 | $14,007+23.6% | $10,614+63.1% | $11,403+51.8% |