Filed November 9, 2005
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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,139 | $131,829-85.5% | $108,579-82.4% | $273,961-93.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.61% | -91.57%+96.2pp | -51.70%+56.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,540 | $4,912-68.7% | $3,758-59.0% | $4,869-68.4% |
| Participant deferral / active EE | $2,179 | $5,127-57.5% | $4,311-49.5% | $5,287-58.8% |
| Admin fee / account holder | $5,163 | $10,252-49.6% | $7,645-32.5% | $10,132-49.0% |