Filed February 5, 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.
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 | $54,070 | $160,055-66.2% | $140,016-61.4% | $135,375-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.59% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,507 | $6,420-61.0% | $5,606-55.3% | $4,779-47.5% |
| Participant deferral / active EE | $7,625 | $7,642-0.2% | $6,927+10.1% | $5,609+35.9% |
| Admin fee / account holder | $12 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |