Filed July 14, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,206 | $45,035+67.0% | $62,995+19.4% | $70,131+7.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.73% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,231 | $2,051+57.5% | $2,759+17.1% | $2,342+37.9% |
| Participant deferral / active EE | $3,997 | $2,465+62.2% | $3,329+20.1% | $3,332+20.0% |
| Admin fee / account holder | $7,839 | $2,834+176.6% | $3,600+117.8% | $4,645+68.8% |