Filed July 26, 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 9-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 | $366,989 | $102,966+256.4% | $90,281+306.5% | $152,861+140.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 4.89% | 95.16%-90.3pp | 78.10%-73.2pp | 345.32%-340.4pp |
| Employer contribution / active EE | $13,919 | $3,139+343.5% | $2,854+387.6% | $4,762+192.3% |
| Participant deferral / active EE | $7,327 | $4,281+71.1% | $3,885+88.6% | $5,850+25.2% |
| Admin fee / account holder | $5,933 | $6,171-3.8% | $5,351+10.9% | $11,596-48.8% |