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 | $578,344 | $110,094+425.3% | $151,611+281.5% | $68,494+744.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.18% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $15,158 | $4,471+239.1% | $6,166+145.8% | $2,596+483.8% |
| Participant deferral / active EE | $16,050 | $6,527+145.9% | $8,363+91.9% | $4,027+298.5% |
| Admin fee / account holder | $1,332 | $7,719-82.7% | $11,616-88.5% | $5,403-75.3% |