Filed August 8, 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 | $217,870 | $60,124+262.4% | $90,404+141.0% | $79,858+172.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 15.58% | 71.94%-56.4pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $8,720 | $2,068+321.7% | $3,262+167.3% | $2,471+252.9% |
| Participant deferral / active EE | $4,667 | $2,938+58.9% | $3,963+17.8% | $3,740+24.8% |
| Admin fee / account holder | $6,656 | $3,976+67.4% | $5,611+18.6% | $5,306+25.4% |