Filed October 18, 2004
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 | $51,713 | $96,635-46.5% | $86,612-40.3% | $139,434-62.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.34% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,150 | $3,263+27.2% | $3,022+37.3% | $4,751-12.6% |
| Participant deferral / active EE | $8,585 | $4,836+77.5% | $4,438+93.5% | $6,710+27.9% |
| Admin fee / account holder | $2,098 | $6,408-67.3% | $5,614-62.6% | $11,403-81.6% |