Filed October 18, 2004 (most recent of 3 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,438 | $168,632-35.1% | $147,614-25.9% | $125,391-12.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.00% | 77.65%-81.6pp | 61.98%-66.0pp | 282.22%-286.2pp |
| Employer contribution / active EE | $39,416 | $6,252+530.4% | $5,564+608.3% | $4,866+710.0% |
| Participant deferral / active EE | $23,402 | $5,507+325.0% | $4,895+378.0% | $5,352+337.3% |
| Admin fee / account holder | $10,767 | $13,580-20.7% | $11,611-7.3% | $9,540+12.9% |