Filed December 10, 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 | $17,434 | $52,379-66.7% | $46,225-62.3% | $273,961-93.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.5%-79.5pp | 83.0%-83.0pp |
| Annual return | 4.71% | 7.23%-2.5pp | 7.57%-2.9pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,519 | $4,652-24.4% | $3,5190% | $10,132-65.3% |