Filed November 29, 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.)
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 | $80,582 | $60,124+34.0% | $90,404-10.9% | $79,858+0.9% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 18.36% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,196 | $2,068+102.9% | $3,262+28.6% | $2,471+69.8% |
| Participant deferral / active EE | $7,126 | $2,938+142.5% | $3,963+79.8% | $3,740+90.5% |
| Admin fee / account holder | $10,181 | $3,976+156.0% | $5,611+81.5% | $5,306+91.9% |