Filed April 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,659 | $153,772+122.8% | $133,980+155.8% | $273,961+25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.83% | 36.51%-33.7pp | 29.30%-26.5pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,450 | $6,029-75.9% | $5,211-72.2% | $4,869-70.2% |
| Participant deferral / active EE | $640 | $6,958-90.8% | $6,282-89.8% | $5,287-87.9% |
| Admin fee / account holder | $3,243 | $11,765-72.4% | $9,324-65.2% | $10,132-68.0% |