Filed January 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $61,450 | $80,705-23.9% | $115,768-46.9% | $67,986-9.6% |
| Participation rate | 57.1% | 63.0%-5.8pp | 74.4%-17.3pp | 57.2%-0.1pp |
| Annual return | 32.28% | 18.49%+13.8pp | 100.46%-68.2pp | 31.67%+0.6pp |
| Employer contribution / active EE | $758 | $2,046-63.0% | $2,940-74.2% | $2,019-62.5% |
| Participant deferral / active EE | $2,533 | $3,559-28.8% | $4,917-48.5% | $3,358-24.6% |
| Admin fee / account holder | $1,596 | $4,135-61.4% | $12,439-87.2% | $3,203-50.2% |