Filed March 5, 2006 (most recent of 3 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 | $57,539 | $226,064-74.5% | $182,532-68.5% | $152,861-62.4% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 22.75% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,546 | $4,978-28.8% | $4,076-13.0% | $4,762-25.5% |
| Participant deferral / active EE | $6,064 | $6,368-4.8% | $5,524+9.8% | $5,850+3.7% |
| Admin fee / account holder | $5,966 | $10,703-44.3% | $8,592-30.6% | $11,596-48.5% |