Filed November 17, 2004
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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,312 | $98,240+3.1% | $82,313+23.1% | $147,584-31.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.51% | 30.85%-25.3pp | 25.88%-20.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $985 | $3,192-69.2% | $2,428-59.5% | $4,876-79.8% |
| Participant deferral / active EE | $3,386 | $4,383-22.8% | $3,706-8.6% | $5,439-37.7% |
| Admin fee / account holder | $26,050 | $8,563+204.2% | $5,608+364.5% | $10,885+139.3% |