Filed August 1, 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 9-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 | $80,533 | $100,852-20.1% | $90,404-10.9% | $158,922-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.78% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,570 | $3,689+132.3% | $3,262+162.7% | $4,761+80.0% |
| Participant deferral / active EE | $6,516 | $4,348+49.9% | $3,963+64.4% | $5,982+8.9% |
| Admin fee / account holder | $19,269 | $6,501+196.4% | $5,611+243.4% | $11,246+71.3% |