Filed August 4, 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 | $256,322 | $93,170+175.1% | $100,534+155.0% | $84,808+202.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 10.94% | 47.13%-36.2pp | 32.66%-21.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $9,808 | $3,985+146.2% | $4,346+125.7% | $2,631+272.8% |
| Participant deferral / active EE | $6,748 | $5,699+18.4% | $6,144+9.8% | $4,212+60.2% |
| Admin fee / account holder | $22,458 | $7,382+204.2% | $7,654+193.4% | $7,344+205.8% |