Filed December 7, 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 | $181,866 | $167,484+8.6% | $151,611+20.0% | $134,475+35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.03% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,612 | $6,829-3.2% | $6,166+7.2% | $4,740+39.5% |
| Participant deferral / active EE | $15,219 | $8,986+69.4% | $8,363+82.0% | $6,400+137.8% |
| Admin fee / account holder | $1,872 | $13,783-86.4% | $11,616-83.9% | $11,426-83.6% |