Filed December 3, 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 | $209,806 | $58,879+256.3% | $178,490+17.5% | $73,488+185.5% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.8pp |
| Annual return | 15.31% | 24.86%-9.5pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,509 | $2,236+56.9% | $5,011-30.0% | $2,270+54.6% |
| Participant deferral / active EE | $2,748 | $2,567+7.0% | $5,202-47.2% | $3,740-26.5% |
| Admin fee / account holder | $12,602 | $400+3048.0% | $13,984-9.9% | $513+2356.2% |