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 | $382,068 | $60,124+535.5% | $90,404+322.6% | $79,858+378.4% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 2.08% | 71.94%-69.9pp | 1293.02%-1290.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $14,736 | $2,068+612.7% | $3,262+351.8% | $2,471+496.4% |
| Participant deferral / active EE | $6,835 | $2,938+132.6% | $3,963+72.5% | $3,740+82.8% |
| Admin fee / account holder | $1,355 | $3,976-65.9% | $5,611-75.8% | $5,306-74.5% |