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.)
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 | $170,936 | $181,894-6.0% | $156,549+9.2% | $273,961-37.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.32% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $32,306 | $6,248+417.1% | $5,501+487.3% | $4,869+563.5% |
| Participant deferral / active EE | $21,434 | $5,550+286.2% | $4,871+340.0% | $5,287+305.4% |
| Admin fee / account holder | $23,200 | $15,559+49.1% | $13,027+78.1% | $10,132+129.0% |