Filed May 8, 2006 (most recent of 4 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 | $266,616 | $95,803+178.3% | $113,168+135.6% | $84,808+214.4% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 9.91% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,042 | $2,360-13.5% | $2,975-31.4% | $2,631-22.4% |
| Participant deferral / active EE | $7,354 | $4,242+73.4% | $5,107+44.0% | $4,212+74.6% |
| Admin fee / account holder | $38,098 | $8,989+323.8% | $12,068+215.7% | $7,344+418.8% |