Filed September 21, 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.
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 | $93,216 | $132,049-29.4% | $200,582-53.5% | $74,304+25.5% |
| Participation rate | 85.2% | 84.1%+1.2pp | 86.9%-1.7pp | 60.3%+24.9pp |
| Annual return | 13.61% | 22.22%-8.6pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,279 | $7,213-26.8% | $9,331-43.4% | $3,767+40.1% |
| Admin fee / account holder | $16,952 | $2,405+605.0% | $16,305+4.0% | $2,969+471.0% |