Filed March 2, 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.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $295,020 | $85,202+246.3% | $172,739+70.8% | $72,985+304.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.56% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.4pp |
| Employer contribution / active EE | $7,846 | $3,324+136.0% | $5,143+52.6% | $2,440+221.6% |
| Participant deferral / active EE | $7,829 | $3,260+140.1% | $5,198+50.6% | $3,607+117.0% |
| Admin fee / account holder | $7,582 | $5,884+28.9% | $13,954-45.7% | $5,124+48.0% |