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 7-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 exceed $250,000 - top-decile high-value plan.
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 | $348,111 | $63,355+449.5% | $91,989+278.4% | $72,985+377.0% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 21.08% | 35.35%-14.3pp | 69.02%-47.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $18,616 | $4,668+298.8% | $7,743+140.4% | $5,124+263.3% |