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 | $74,255 | $116,175-36.1% | $93,606-20.7% | $152,861-51.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 15.80% | 35.96%-20.2pp | 32.76%-17.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,959 | $3,218-39.1% | $2,718-27.9% | $4,762-58.9% |
| Participant deferral / active EE | $2,677 | $4,603-41.8% | $4,069-34.2% | $5,850-54.2% |
| Admin fee / account holder | $12,976 | $10,748+20.7% | $7,888+64.5% | $11,596+11.9% |