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 | $263,685 | $110,094+139.5% | $151,611+73.9% | $68,494+285.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.62% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $11,996 | $4,471+168.3% | $6,166+94.6% | $2,596+362.0% |
| Participant deferral / active EE | $2,812 | $6,527-56.9% | $8,363-66.4% | $4,027-30.2% |
| Admin fee / account holder | $2,076 | $7,719-73.1% | $11,616-82.1% | $5,403-61.6% |