Filed February 12, 2007 (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 | $114,382 | $70,756+61.7% | $65,493+74.6% | $142,382-19.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.68% | 1754.89%-1743.2pp | 982.45%-970.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,313 | $2,881+119.2% | $2,574+145.3% | $4,299+46.9% |
| Participant deferral / active EE | $5,206 | $4,637+12.3% | $3,961+31.4% | $6,507-20.0% |
| Admin fee / account holder | $13,773 | $6,559+110.0% | $5,028+173.9% | $12,624+9.1% |