Filed November 22, 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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,698 | $39,122-95.7% | $57,179-97.0% | $62,891-97.3% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 4.16% | 9.23%-5.1pp | 14.59%-10.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $169 | $2,374-92.9% | $3,096-94.5% | $3,203-94.7% |
| Admin fee / account holder | $507 | $2,592-80.4% | $3,139-83.8% | $4,296-88.2% |