Filed October 18, 2004
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 | $229,557 | $238,490-3.7% | $180,183+27.4% | $142,382+61.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 7.73% | 33.56%-25.8pp | 27.86%-20.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $82,977 | $6,143+1250.8% | $5,039+1546.7% | $4,299+1830.1% |
| Participant deferral / active EE | $151,763 | $7,996+1798.0% | $6,822+2124.5% | $6,507+2232.2% |
| Admin fee / account holder | $388,518 | $28,866+1245.9% | $19,975+1845.0% | $12,624+2977.7% |