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 | $21,471 | $71,809-70.1% | $61,048-64.8% | $152,861-86.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 79.3%-79.3pp | 82.4%-82.4pp |
| Annual return | 13.89% | 29.74%-15.8pp | 26.18%-12.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,901 | $4,750-38.9% | $3,728-22.2% | $11,596-75.0% |