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 | $82,932 | $125,758-34.1% | $169,993-51.2% | $75,163+10.3% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 17.11% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $6,287 | $4,615+36.2% | $6,785-7.3% | $2,670+135.5% |
| Participant deferral / active EE | $3,672 | $6,837-46.3% | $10,408-64.7% | $4,125-11.0% |
| Admin fee / account holder | $3,509 | $8,173-57.1% | $12,815-72.6% | $5,651-37.9% |