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 | $86,571 | $118,680-27.1% | $98,907-12.5% | $158,922-45.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 13.04% | 372.35%-359.3pp | 196.43%-183.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,104 | $3,333-36.9% | $2,689-21.7% | $4,761-55.8% |
| Participant deferral / active EE | $2,927 | $5,088-42.5% | $4,244-31.0% | $5,982-51.1% |
| Admin fee / account holder | $3,553 | $10,131-64.9% | $6,642-46.5% | $11,246-68.4% |