Filed November 19, 2005 (most recent of 2 filings on file)
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 | $68,901 | $94,529-27.1% | $140,016-50.8% | $64,186+7.3% |
| Participation rate | 96.8% | 84.1%+12.8pp | 87.5%+9.3pp | 69.6%+27.3pp |
| Annual return | -6.27% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,290 | $3,812-13.7% | $5,606-41.3% | $2,381+38.2% |
| Participant deferral / active EE | $3,035 | $5,250-42.2% | $6,927-56.2% | $3,470-12.5% |
| Admin fee / account holder | $2,064 | $6,741-69.4% | $10,705-80.7% | $4,888-57.8% |