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 | $22,028 | $67,214-67.2% | $61,491-64.2% | $134,475-83.6% |
| Participation rate | 0.0% | 83.7%-83.7pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -14.00% | -12.08%-1.9pp | -12.98%-1.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,101 | $4,610-76.1% | $4,312-74.5% | $11,426-90.4% |