Filed May 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,593 | $84,414-41.3% | $164,813-69.9% | - |
| Participation rate | 86.9% | 69.4%+17.5pp | 78.6%+8.3pp | - |
| Annual return | 14.86% | 13.94%+0.9pp | 69.93%-55.1pp | - |
| Employer contribution / active EE | $1,533 | $2,400-36.1% | $4,341-64.7% | - |
| Participant deferral / active EE | $1,881 | $4,277-56.0% | $6,031-68.8% | - |
| Admin fee / account holder | $2,539 | $4,429-42.7% | $12,690-80.0% | - |