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 | $233,403 | $54,350+329.4% | $82,719+182.2% | $68,494+240.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -4.77% | -13.67%+8.9pp | 701.18%-705.9pp | -7.84%+3.1pp |
| Employer contribution / active EE | $9,280 | $2,218+318.4% | $3,009+208.4% | $2,596+257.4% |
| Participant deferral / active EE | $1,366 | $3,246-57.9% | $4,395-68.9% | $4,027-66.1% |
| Admin fee / account holder | $9,055 | $4,395+106.0% | $5,329+69.9% | $5,403+67.6% |