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 | $60,718 | $190,805-68.2% | $159,960-62.0% | $134,475-54.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.38% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,489 | $4,995-10.1% | $4,226+6.2% | $4,740-5.3% |
| Participant deferral / active EE | $13,259 | $6,923+91.5% | $6,182+114.5% | $6,400+107.2% |
| Admin fee / account holder | $4,786 | $10,471-54.3% | $8,698-45.0% | $11,426-58.1% |