Filed January 17, 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 8-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.
Employer contribution per participant 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 | $154,990 | $78,672+97.0% | $109,143+42.0% | $85,850+80.5% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 41.59% | 25.09%+16.5pp | 25.75%+15.8pp | 318.53%-276.9pp |
| Employer contribution / active EE | $534 | $2,735-80.5% | $3,722-85.7% | $2,565-79.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11 | $5,469-99.8% | $6,752-99.8% | $6,260-99.8% |