Filed July 12, 2006
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 | $39,930 | $71,192-43.9% | $117,854-66.1% | $62,292-35.9% |
| Participation rate | 93.1% | 74.2%+18.8pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 17.83% | 18.66%-0.8pp | 335.08%-317.3pp | 28.90%-11.1pp |
| Employer contribution / active EE | $862 | $1,934-55.4% | $3,786-77.2% | $2,042-57.8% |
| Participant deferral / active EE | $3,786 | $3,189+18.7% | $4,482-15.5% | $3,169+19.5% |
| Admin fee / account holder | $2,813 | $587+379.0% | $8,020-64.9% | $479+486.9% |