Filed January 6, 2006 (most recent of 4 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 | $262,823 | $95,803+174.3% | $113,168+132.2% | $84,808+209.9% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 12.54% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,856 | $2,360+148.2% | $2,975+96.8% | $2,631+122.6% |
| Participant deferral / active EE | $9,008 | $4,242+112.4% | $5,107+76.4% | $4,212+113.9% |
| Admin fee / account holder | $32,209 | $8,989+258.3% | $12,068+166.9% | $7,344+338.6% |