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 | $66,535 | $99,032-32.8% | $80,019-16.9% | $135,375-50.9% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -4.25% | 15.39%-19.6pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,150 | $3,043-29.4% | $2,468-12.9% | $4,779-55.0% |
| Participant deferral / active EE | $2,941 | $4,282-31.3% | $3,686-20.2% | $5,609-47.6% |
| Admin fee / account holder | $1,902 | $10,436-81.8% | $6,521-70.8% | $10,827-82.4% |