Filed April 28, 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 | $469,326 | $197,591+137.5% | $177,821+163.9% | $158,922+195.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.39% | 58.76%-53.4pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $14,332 | $6,697+114.0% | $5,918+142.2% | $4,761+201.0% |
| Participant deferral / active EE | $9,818 | $8,405+16.8% | $7,714+27.3% | $5,982+64.1% |
| Admin fee / account holder | $27,989 | $15,399+81.8% | $12,427+125.2% | $11,246+148.9% |