Filed March 6, 2006
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 3-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,842 | $44,897+42.2% | $84,966-24.9% | $199,593-68.0% |
| Participation rate | 6.1% | 45.7%-39.7pp | 67.5%-61.4pp | 72.0%-65.9pp |
| Annual return | 37.55% | 20.96%+16.6pp | 66.38%-28.8pp | 34.25%+3.3pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $559 | $2,668-79.0% | $4,519-87.6% | $5,087-89.0% |
| Admin fee / account holder | $12,728 | $584+2078.6% | $6,149+107.0% | $269+4634.8% |