Filed January 25, 2006 (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 | $70,445 | $137,414-48.7% | $189,513-62.8% | $85,850-17.9% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 26.04% | 38.14%-12.1pp | 555.15%-529.1pp | 318.53%-292.5pp |
| Employer contribution / active EE | $5,577 | $4,344+28.4% | $6,162-9.5% | $2,565+117.4% |
| Participant deferral / active EE | $3,548 | $6,260-43.3% | $8,221-56.8% | $3,952-10.2% |
| Admin fee / account holder | $3,643 | $8,630-57.8% | $12,045-69.8% | $6,260-41.8% |