Filed January 6, 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 | $324,522 | $209,832+54.7% | $189,513+71.2% | $167,490+93.8% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 6.36% | 748.27%-741.9pp | 555.15%-548.8pp | 478.56%-472.2pp |
| Employer contribution / active EE | $6,327 | $6,914-8.5% | $6,162+2.7% | $4,837+30.8% |
| Participant deferral / active EE | $14,554 | $8,935+62.9% | $8,221+77.0% | $6,341+129.5% |
| Admin fee / account holder | $4,382 | $14,293-69.3% | $12,045-63.6% | $12,309-64.4% |