Filed March 1, 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 7-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,813 | $48,335-30.0% | $121,098-72.1% | $71,457-52.7% |
| Participation rate | 67.7% | 54.3%+13.4pp | 69.5%-1.8pp | 67.9%-0.2pp |
| Annual return | 30.74% | 23.32%+7.4pp | 985.75%-955.0pp | 28.85%+1.9pp |
| Employer contribution / active EE | $1,988 | $1,489+33.5% | $4,164-52.2% | $2,588-23.2% |
| Participant deferral / active EE | $3,119 | $2,754+13.2% | $4,080-23.6% | $4,289-27.3% |
| Admin fee / account holder | $6,580 | $1,841+257.5% | $5,644+16.6% | $1,587+314.6% |