Filed July 25, 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.)
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 | $309,191 | $98,750+213.1% | $149,696+106.5% | $79,858+287.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | -7.56% | 27.43%-35.0pp | 276.60%-284.2pp | 31.71%-39.3pp |
| Employer contribution / active EE | $3,016 | $3,216-6.2% | $4,644-35.1% | $2,471+22.1% |
| Participant deferral / active EE | $11,061 | $5,680+94.7% | $6,842+61.7% | $3,740+195.8% |
| Admin fee / account holder | $4,744 | $6,053-21.6% | $9,309-49.0% | $5,306-10.6% |