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.)
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 | $332,822 | $85,006+291.5% | $76,190+336.8% | $145,922+128.1% |
| Participation rate | 90.9% | 82.9%+8.0pp | 79.3%+11.7pp | 80.3%+10.6pp |
| Annual return | 5.85% | 13.11%-7.3pp | 13.78%-7.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $26,121 | $5,760+353.5% | $5,123+409.9% | $13,397+95.0% |