Filed November 9, 2005
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 | $58,241 | $83,908-30.6% | $68,509-15.0% | $125,391-53.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | -0.36% | 14.48%-14.8pp | 8.27%-8.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,736 | $3,031-42.7% | $2,278-23.8% | $4,866-64.3% |
| Participant deferral / active EE | $2,722 | $4,125-34.0% | $3,382-19.5% | $5,352-49.1% |
| Admin fee / account holder | $5,502 | $8,982-38.7% | $5,275+4.3% | $9,540-42.3% |