Filed December 10, 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.
Employer 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.)
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 | $54,614 | $58,726-7.0% | $92,233-40.8% | $62,292-12.3% |
| Participation rate | 74.1% | 68.3%+5.7pp | 76.5%-2.4pp | 69.5%+4.6pp |
| Annual return | 19.27% | 43.62%-24.4pp | 176.28%-157.0pp | 28.90%-9.6pp |
| Employer contribution / active EE | $477 | $2,392-80.1% | $3,679-87.0% | $2,042-76.7% |
| Participant deferral / active EE | $2,851 | $2,766+3.1% | $3,897-26.8% | $3,169-10.0% |
| Admin fee / account holder | $1,064 | $556+91.2% | $5,194-79.5% | $479+122.0% |