Filed May 5, 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 | $37,029 | $95,971-61.4% | $74,550-50.3% | $135,375-72.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.97% | 56.96%-59.9pp | 32.53%-35.5pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,654 | $2,716-2.3% | $1,961+35.4% | $4,779-44.5% |
| Participant deferral / active EE | $6,437 | $3,843+67.5% | $3,108+107.1% | $5,609+14.8% |
| Admin fee / account holder | $18,866 | $6,522+189.3% | $5,060+272.9% | $10,827+74.2% |