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 | $266,534 | $77,503+243.9% | $100,391+165.5% | $80,856+229.6% |
| Participation rate | 93.9% | 76.9%+17.0pp | 81.5%+12.5pp | 67.6%+26.3pp |
| Annual return | 10.60% | 37.20%-26.6pp | 49.20%-38.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $8,143 | $2,801+190.8% | $3,942+106.6% | $2,755+195.6% |
| Participant deferral / active EE | $6,778 | $6,820-0.6% | $8,082-16.1% | $4,296+57.8% |
| Admin fee / account holder | $4,853 | $5,897-17.7% | $7,899-38.6% | $6,918-29.8% |