Filed January 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 | $105,998 | $109,817-3.5% | $98,442+7.7% | $167,490-36.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.80% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $5,252 | $3,224+62.9% | $2,960+77.4% | $4,837+8.6% |
| Participant deferral / active EE | $13,629 | $4,673+191.6% | $4,276+218.7% | $6,341+114.9% |
| Admin fee / account holder | $17,721 | $6,753+162.4% | $5,949+197.9% | $12,309+44.0% |