Filed July 22, 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 | $297,525 | $96,128+209.5% | $136,007+118.8% | $80,856+268.0% |
| Participation rate | 73.7% | 71.2%+2.4pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 17.90% | 28.71%-10.8pp | 579.32%-561.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,443 | $3,351+62.4% | $4,217+29.1% | $2,755+97.6% |
| Participant deferral / active EE | $6,449 | $5,709+13.0% | $7,025-8.2% | $4,296+50.1% |
| Admin fee / account holder | $26,426 | $8,236+220.8% | $6,858+285.3% | $6,918+282.0% |