Filed November 9, 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 | $92,388 | $54,350+70.0% | $82,719+11.7% | $68,494+34.9% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -14.58% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $13,592 | $2,218+512.8% | $3,009+351.7% | $2,596+423.5% |
| Participant deferral / active EE | $7,306 | $3,246+125.1% | $4,395+66.2% | $4,027+81.4% |
| Admin fee / account holder | $2,340 | $4,395-46.8% | $5,329-56.1% | $5,403-56.7% |