Filed July 21, 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 | $301,700 | $137,414+119.6% | $189,513+59.2% | $85,850+251.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.99% | 38.14%-29.2pp | 555.15%-546.2pp | 318.53%-309.5pp |
| Employer contribution / active EE | $12,435 | $4,344+186.2% | $6,162+101.8% | $2,565+384.8% |
| Participant deferral / active EE | $3,029 | $6,260-51.6% | $8,221-63.2% | $3,952-23.3% |
| Admin fee / account holder | $5,542 | $8,630-35.8% | $12,045-54.0% | $6,260-11.5% |