Filed February 21, 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 | $300,794 | $77,145+289.9% | $108,410+177.5% | $85,850+250.4% |
| Participation rate | 96.3% | 74.7%+21.6pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 9.38% | 44.54%-35.2pp | 905.27%-895.9pp | 318.53%-309.1pp |
| Employer contribution / active EE | $8,710 | $2,379+266.1% | $3,558+144.8% | $2,565+239.5% |
| Participant deferral / active EE | $8,441 | $5,566+51.6% | $6,563+28.6% | $3,952+113.6% |
| Admin fee / account holder | $63,131 | $5,172+1120.7% | $7,295+765.4% | $6,260+908.5% |