Filed March 2, 2005 (most recent of 2 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.
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 | $61,805 | $76,050-18.7% | $96,544-36.0% | $71,457-13.5% |
| Participation rate | 53.4% | 74.4%-21.0pp | 76.0%-22.5pp | 67.9%-14.5pp |
| Annual return | 15.69% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,155 | $2,244-48.6% | $2,965-61.1% | $2,588-55.4% |
| Participant deferral / active EE | $2,417 | $4,215-42.7% | $4,851-50.2% | $4,289-43.6% |
| Admin fee / account holder | $9,758 | $2,707+260.5% | $8,252+18.3% | $1,587+514.8% |