Filed February 7, 2005 (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.
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 | $46,198 | $458,960-89.9% | $169,993-72.8% | - |
| Participation rate | 0.0% | 84.2%-84.2pp | 87.0%-87.0pp | - |
| Annual return | 8.59% | 12.01%-3.4pp | 53.37%-44.8pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,785-100.0% | - |
| Participant deferral / active EE | $0 | $7,668-100.0% | $10,408-100.0% | - |
| Admin fee / account holder | $9,288 | $63,551-85.4% | $12,815-27.5% | - |