Filed June 15, 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 | $132,389 | $78,485+68.7% | $106,213+24.6% | $74,495+77.7% |
| Participation rate | 42.9% | 72.8%-30.0pp | 75.3%-32.4pp | 67.2%-24.3pp |
| Annual return | 15.42% | 15.95%-0.5pp | 116.14%-100.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $813 | $2,523-67.8% | $3,171-74.4% | $2,623-69.0% |
| Participant deferral / active EE | $3,005 | $4,322-30.5% | $5,016-40.1% | $4,346-30.9% |
| Admin fee / account holder | $15,921 | $2,232+613.4% | $11,033+44.3% | $1,942+720.0% |