Filed May 18, 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 | $282,656 | $65,365+332.4% | $92,893+204.3% | $72,985+287.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.96% | 42.10%-26.1pp | 109.41%-93.5pp | 81.00%-65.0pp |
| Employer contribution / active EE | $11,250 | $2,594+333.7% | $3,653+208.0% | $2,440+361.1% |
| Participant deferral / active EE | $7,008 | $3,128+124.0% | $4,236+65.4% | $3,607+94.3% |
| Admin fee / account holder | $17,196 | $4,251+304.5% | $5,794+196.8% | $5,124+235.6% |