Filed September 2, 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 | $313,456 | $185,822+68.7% | $169,993+84.4% | $139,434+124.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.04% | 60.50%-56.5pp | 53.37%-49.3pp | 372.94%-368.9pp |
| Employer contribution / active EE | $11,782 | $7,590+55.2% | $6,785+73.6% | $4,751+148.0% |
| Participant deferral / active EE | $24,437 | $11,622+110.3% | $10,408+134.8% | $6,710+264.2% |
| Admin fee / account holder | $8,326 | $15,381-45.9% | $12,815-35.0% | $11,403-27.0% |