Filed August 8, 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 7-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 | $120,984 | $65,365+85.1% | $92,893+30.2% | $72,985+65.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 38.25% | 42.10%-3.9pp | 109.41%-71.2pp | 81.00%-42.8pp |
| Employer contribution / active EE | $5,093 | $2,594+96.3% | $3,653+39.4% | $2,440+108.7% |
| Participant deferral / active EE | $3,945 | $3,128+26.1% | $4,236-6.9% | $3,607+9.3% |
| Admin fee / account holder | $1,662 | $4,251-60.9% | $5,794-71.3% | $5,124-67.6% |