Filed November 9, 2005
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,533 | $53,516+3.8% | $126,539-56.1% | $84,808-34.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.61% | 58.34%-46.7pp | 425.95%-414.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,460 | $1,535+60.3% | $3,674-33.1% | $2,631-6.5% |
| Participant deferral / active EE | $3,071 | $2,671+15.0% | $4,083-24.8% | $4,212-27.1% |
| Admin fee / account holder | $5,705 | $4,497+26.9% | $6,065-5.9% | $7,344-22.3% |