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 | $23,385 | $76,312-69.4% | $67,221-65.2% | $158,922-85.3% |
| Participation rate | 0.0% | 84.3%-84.3pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 11.41% | 22.77%-11.4pp | 20.72%-9.3pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,428 | $8,005-82.2% | $5,844-75.6% | $11,246-87.3% |