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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $309,411 | $76,312+305.5% | $67,221+360.3% | $158,922+94.7% |
| Participation rate | 93.3% | 84.3%+9.0pp | 79.4%+14.0pp | 82.0%+11.4pp |
| Annual return | 4.99% | 22.77%-17.8pp | 20.72%-15.7pp | 302.83%-297.8pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,982-100.0% |
| Admin fee / account holder | $88,649 | $8,005+1007.4% | $5,844+1416.9% | $11,246+688.3% |