Filed May 10, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,335 | $158,398-41.7% | $126,539-27.0% | $142,382-35.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.37% | 593.76%-576.4pp | 425.95%-408.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $157 | $4,650-96.6% | $3,674-95.7% | $4,299-96.3% |
| Participant deferral / active EE | $4,221 | $4,767-11.4% | $4,083+3.4% | $6,507-35.1% |
| Admin fee / account holder | $1,541 | $6,918-77.7% | $6,065-74.6% | $12,624-87.8% |