Filed September 19, 2006 (most recent of 5 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 | $395,976 | $82,523+379.8% | $115,752+242.1% | $70,131+464.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 13.04% | 28.22%-15.2pp | 19.41%-6.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,896 | $2,758+113.8% | $3,492+68.8% | $2,342+151.7% |
| Participant deferral / active EE | $13,639 | $4,062+235.8% | $5,204+162.1% | $3,332+309.4% |
| Admin fee / account holder | $12,182 | $4,552+167.6% | $6,278+94.0% | $4,645+162.2% |