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 | $90,024 | $118,450-24.0% | $98,439-8.5% | $139,434-35.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 18.94%-7.5pp | 21.16%-9.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,795 | $3,609+5.1% | $3,048+24.5% | $4,751-20.1% |
| Participant deferral / active EE | $5,715 | $5,392+6.0% | $4,738+20.6% | $6,710-14.8% |
| Admin fee / account holder | $6,063 | $14,026-56.8% | $8,948-32.2% | $11,403-46.8% |