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 | $79,605 | $105,860-24.8% | $90,749-12.3% | $134,475-40.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -12.36% | -11.01%-1.4pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,213 | $3,462-36.1% | $2,921-24.2% | $4,740-53.3% |
| Participant deferral / active EE | $3,281 | $5,216-37.1% | $4,564-28.1% | $6,400-48.7% |
| Admin fee / account holder | $2,607 | $13,938-81.3% | $8,445-69.1% | $11,426-77.2% |