Filed July 18, 2006
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 | $94,091 | $133,958-29.8% | $112,228-16.2% | $134,475-30.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.02% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,900 | $4,038-3.4% | $3,635+7.3% | $4,740-17.7% |
| Participant deferral / active EE | $9,195 | $5,291+73.8% | $4,728+94.5% | $6,400+43.7% |
| Admin fee / account holder | $94,077 | $7,489+1156.3% | $6,410+1367.6% | $11,426+723.4% |