Filed October 19, 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.)
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 | $56,294 | $126,574-55.5% | $106,213-47.0% | $145,922-61.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.02% | 224.79%-214.8pp | 116.14%-106.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,382 | $3,730+44.3% | $3,171+69.7% | $4,660+15.5% |
| Participant deferral / active EE | $21,313 | $5,724+272.4% | $5,016+324.9% | $6,688+218.7% |
| Admin fee / account holder | $40,219 | $17,304+132.4% | $11,033+264.5% | $13,397+200.2% |