Filed May 18, 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 | $258,166 | $72,277+257.2% | $101,248+155.0% | $79,858+223.3% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 17.29% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,283 | $2,692-52.3% | $3,660-64.9% | $2,471-48.1% |
| Participant deferral / active EE | $8,750 | $3,282+166.6% | $4,370+100.2% | $3,740+133.9% |
| Admin fee / account holder | $4,365 | $4,400-0.8% | $5,945-26.6% | $5,306-17.7% |