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 | $338,559 | $138,347+144.7% | $184,203+83.8% | $80,856+318.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.01% | 20.02%-11.0pp | 28.81%-19.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $12,955 | $4,850+167.1% | $6,427+101.6% | $2,755+370.3% |
| Participant deferral / active EE | $3,311 | $7,071-53.2% | $9,131-63.7% | $4,296-22.9% |
| Admin fee / account holder | $9,425 | $10,483-10.1% | $13,901-32.2% | $6,918+36.2% |