Filed April 3, 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 | $367,080 | $209,336+75.4% | $197,124+86.2% | $137,256+167.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.85% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,607 | $6,591+15.4% | $6,227+22.2% | $4,156+83.0% |
| Participant deferral / active EE | $16,658 | $9,614+73.3% | $9,135+82.4% | $6,407+160.0% |
| Admin fee / account holder | $1,203 | $17,308-93.1% | $16,298-92.6% | $12,270-90.2% |