Filed July 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $262,631 | $123,793+112.2% | $177,821+47.7% | $79,858+228.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.73% | 22.82%-1.1pp | 48.32%-26.6pp | 31.71%-10.0pp |
| Employer contribution / active EE | $10,940 | $4,095+167.1% | $5,918+84.9% | $2,471+342.8% |
| Participant deferral / active EE | $2,409 | $5,956-59.6% | $7,714-68.8% | $3,740-35.6% |
| Admin fee / account holder | $948 | $7,243-86.9% | $12,427-92.4% | $5,306-82.1% |