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 | $365,442 | $65,409+458.7% | $98,442+271.2% | $85,850+325.7% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.3%+23.8pp |
| Annual return | 2.48% | 21.76%-19.3pp | 1492.73%-1490.2pp | 318.53%-316.1pp |
| Employer contribution / active EE | $6,773 | $2,168+212.5% | $2,960+128.8% | $2,565+164.1% |
| Participant deferral / active EE | $4,094 | $3,166+29.3% | $4,276-4.3% | $3,952+3.6% |
| Admin fee / account holder | $17,453 | $4,593+280.0% | $5,949+193.4% | $6,260+178.8% |