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 | $356,072 | $214,378+66.1% | $200,582+77.5% | $142,382+150.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 10.84% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,005 | $6,841+2.4% | $6,419+9.1% | $4,299+62.9% |
| Participant deferral / active EE | $10,689 | $9,865+8.4% | $9,331+14.5% | $6,507+64.3% |
| Admin fee / account holder | $9,514 | $17,692-46.2% | $16,305-41.7% | $12,624-24.6% |