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.
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 | $61,450 | $84,556-27.3% | $116,228-47.1% | $74,304-17.3% |
| Participation rate | 57.1% | 66.0%-8.9pp | 74.6%-17.4pp | 60.3%-3.2pp |
| Annual return | 32.28% | 18.35%+13.9pp | 90.06%-57.8pp | 29.43%+2.9pp |
| Employer contribution / active EE | $758 | $2,168-65.1% | $2,994-74.7% | $2,241-66.2% |
| Participant deferral / active EE | $2,533 | $3,814-33.6% | $4,953-48.9% | $3,767-32.8% |
| Admin fee / account holder | $1,596 | $3,792-57.9% | $11,989-86.7% | $2,969-46.3% |