Filed March 17, 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 | $627,886 | $148,978+321.5% | $200,582+213.0% | $84,808+640.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.05% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $20,455 | $4,815+324.8% | $6,419+218.7% | $2,631+677.4% |
| Participant deferral / active EE | $20,770 | $7,142+190.8% | $9,331+122.6% | $4,212+393.2% |
| Admin fee / account holder | $98,931 | $13,977+607.8% | $16,305+506.8% | $7,344+1247.1% |